Isaiah Gates
Investment adviser representative at Envoy Advisory Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$615MFirm assets
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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
Experience
13 years in the industry.
- Envoy Advisory Inc.Jun 2023 to now
- Harvest Investment Services, LLCOct 2022 to now
- Liberty UniversityJun 2019 to now
- Christian Retirement MinistriesOct 2022 to Jun 2023
- Integritas ProvidersJun 2022 to Aug 2022
- Cornerstone Reformed ChurchMay 2019 to Jul 2021
- John A. Logan Community CollegeJan 2019 to May 2019
- Gateway Christian SchoolJan 2013 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, VA).
Envoy Advisory Inc.
$615MAssets managed
1,999Clients
10Advisers
6 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
- 7697580
- Firm CRD
- 306559