Nathan Poiry
Investment adviser representative at Advisory Alpha, LLC
13 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 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
13 years in the industry.
- Advisory Alpha, LLCJul 2025 to now
- J.P. Morgan Securities LLCJul 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Aug 2023 to Jul 2024
- PNC BankJan 2022 to Aug 2023
- Northwestern Mutual Life Insurance CompanyJan 2020 to Jan 2022
- UnemployedDec 2019 to Dec 2019
- Luc IceMay 2018 to Aug 2018
- ChipotleFeb 2018 to Nov 2019
- TargetSep 2017 to Jan 2018
- UnemployedSep 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 7204691
- Firm CRD
- 158282