Gary J. Dalton

LATASH INVESTMENTS

ANCHORAGE, AK 99503

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CRD#: 4247104

Professional summary

Gary Jay Dalton is a registered financial advisor currently at LATASH INVESTMENTS, LLC located in Anchorage, Alaska.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Jay Dalton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 4, 2003 - Present

LATASH INVESTMENTS, LLC

Office #1: 301 W Northern Lights Blvd, Suite 412, Anchorage, AK 99503

RIA

CRD#: 128012

ANCHORAGE, AK

Past

May 2, 2001 - August 15, 2001

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 14, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATASH INVESTMENTS, LLC

CRD#: 128012 / SEC#: 801-62261

RIA

Registered Investment Advisory firm - (9/5/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(8/4/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/28/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/13/2000

General Securities Representative Examination

Current Firm

LATASH INVESTMENTS, LLC

CRD#: 128012 / SEC#: 801-62261

RIA

Registered Investment Advisory firm - (9/5/2003 Approved)

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Contact information

Main Address

301 W. Northern Lights Blvd., Suite 412, Anchorage, AK 99503

Mailing Address

Phone number

(907) 868-7580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 1,548,707,883

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/28/2025	Cover Page	Report
04/19/2024	Cover Page	Report
01/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary J. Dalton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Jay Dalton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LATASH INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

LATASH INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2000

Series 7

Date: 11/13/2000

Current Firm

LATASH INVESTMENTS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LATASH INVESTMENTS, LLC

TRUST BUT VERIFY

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