Supreme Alliance
47yrs
Top advisor by experience in Charlotte
12yrs
Nathan Strode has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Nathan has been with Wells Fargo Advisors since 2016; before that, Nathan spent a year at MSI Financial Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 50% of advisors in Charlotte
Office1525 W W T Harris Blvd, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
- Apr 2015 – Apr 2016MSI Financial Services, Inc.Previously
Contact Nathan
Local office(704) 590-9994Ask for Nathan. (314) 875-3000Main office · St. Louis, MO 1525 W W T Harris BlvdCharlotte, NC 28262Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathan
How do I contact Nathan?
Call Nathan’s local office at (704) 590-9994 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Nathan Strode.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2015, about 12 years. More experience than 50% of advisors in Charlotte.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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