Skip to content

Nathan Harris

Investment adviser representative at Ally Invest Advisors
14 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business

Are you Nathan Harris? Claim your profile

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

14 years in the industry.

  1. Wyzant, Inc.Mar 2025 to now
  2. Ally Invest AdvisorsJun 2021 to now
  3. Ally Invest Securities LLCJun 2021 to now
  4. Edward JonesOct 2018 to Jan 2021
  5. Temple Congregation B'nai JehudahAug 2012 to Dec 2021
  6. DstAug 2012 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
7024248
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
CallContact this firm