Natalie Jairath
Investment adviser representative at Integrity Alliance, LLC
11 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrity Alliance, LLC.Dec 2025 to now
- Lion Street AdvisorsFeb 2022 to Nov 2025
- Kestra Advisory Services LLCMay 2021 to Feb 2022
- Facet WealthSep 2020 to Apr 2021
- StratwealthAug 2018 to Aug 2020
- & WealthJun 2017 to Jul 2018
- Snowden Lane PartnersMay 2016 to Feb 2017
- Cambridge Investment Research IncJan 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4341087
- Firm CRD
- 139627