Adrian Pena is a registered investment advisor at Nexus Strategic Wealth, based in Tualatin, OR, with 1 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
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Location
18840 SW Boones Ferry Rd. Suite 310, Tualatin, OR, 97062
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nexus Strategic Wealth
July 2025 - Present · 10 mos
Previous Registrations
Financial Advocates Investment Management
January 2025 - September 2025 · 8 mos
State Registrations3 states
ORTXWA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.