Nathan Poiry
Investment Adviser Representative at Advisory Alpha, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Poiry is an investment adviser representative with Advisory Alpha, LLC in Perrysburg, OH, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advisory AlphaJul 2025 – no end date reportedHolland, MI
- ChipotleFeb 2018 – Nov 2019Perrysburg, OH
- Northwestern Mutual Life Insurance CompanyJan 2020 – Jan 2022Milwaukee, WI
- J.P. Morgan Securities LLCJul 2024 – Jul 2025Oregon, OH
- JPMorgan Chase Bank, N.A.Aug 2023 – Jul 2024Oregon, OH
- PNC BankJan 2022 – Aug 2023Sandusky, OH
- TargetSep 2017 – Jan 2018Perrysburg, OH
- UnemployedDec 2019 – Dec 2019Graytown, OH
- UnemployedSep 2013 – Aug 2017Graytown, OH
- Luc IceMay 2018 – Aug 2018Port Clinton, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisory Alpha, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.017
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advanced planning, asset management, compliance, marketing, and technology services delivered as an integrated single-provider platform. The firm also supports advisors in starting an independent RIA, enhancing an existing RIA, affiliating with a competitive RIA, and buying a practice or building succession.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 64
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Holland, MI
- SEC file number:
- 801-72499
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Advisory Alpha, LLC
Showing 12 of 64 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Poiry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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