Nagata Financial Strategies, LLC

Nagata Financial Strategies, LLC (CRD# 282570) is a financial advisory firm headquartered in Union City, CA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI

Financial Advisors at Nagata Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carl M. Nagata
CRD#: 1885080
Union City, CA
88
Wealthminder
score

Carl Nagata (CRD# 1885080) is an Investment Advisor Representative working at Nagata Financial Strategies, LLC in Union City, CA and has over 2 years of experience in the finance industry.

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