Ather Naqi
Investment adviser representative at Ally Invest Advisors
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ally Invest AdvisorsOct 2021 to now
- Ally Invest Securities LLCAug 2020 to now
- Dallas Cricket LeagueJan 2016 to now
- Self-employedJul 2015 to now
- UnemployedJul 2020 to Jul 2020
- USAA Investment Services CompanyJun 2020 to Jun 2020
- Millennium GroupSep 2019 to Jun 2020
- USAA Financial Advisors, Inc.Sep 2019 to Jun 2020
- USAA Investment Management CompanySep 2019 to Jun 2020
- J.P. Morgan Securities LLCJan 2019 to Aug 2019
- Tastebuds LLCMay 2018 to Aug 2018
- First Command Advisory ServicesOct 2016 to Nov 2018
- First Command Financial Planning, IncOct 2016 to Nov 2018
- QnbJul 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 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
- 6680942
- Firm CRD
- 170301