Ali A. Nasser
ALTRUVISTA LLC
Houston, TX 77027
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CRD#: 4798801
Professional summary
Ali Abbas Nasser, CFP® is a registered financial advisor currently at ALTRUVISTA LLC located in Houston, Texas and VALMARK SECURITIES, INC. located in Houston, Texas.
Ali is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Ali has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
(1) VALMARK SECURITIES, SALE OF BROKER/DEALER BUSINESS WEALTH DESIGN GROUP, SALE OF DISABILITY INCOME INSURANCE, NOT INVESTMENT-RELATED, APPROXIMATELY 5 HRS/MO., COMMISSIONS RECEIVED./// (2) RICE UNIVERSITY, 6100 MAIN ST, HOUSTON, TX 77005; TEACHING CFP COURSE; INSTRUCTOR; TEACHING AND MONITORING OF STUDENTS; NON-INVESTMENT RELATED; STARTED 1/2014; NO CLIENT INVOLVEMENT; COMPENSATION BY CHECK./// (3) TRIARC PROPERTIES; 6046 FM 2920 #327; SPRING, TX; 77379; MEMBER, BOARD OF ADVISORS; INVESTMENT RELATED; STARTED 1/2018; NO COMPENSATION./// (4) SAS NUTRITION; 2303 W HOLCOMBE BLVE SUITE B, HOUSTON, TX 77030; DISCOUNT NUTRITION AND SUPPLEMENTS; PASSIVE INVESTOR/33.3% OWNER, NO DAY TO DAY INVOLVEMENT; STARTED 1/2016; NON INVESTMENT RELATED. COMPENSATION BY SHARE OF ANY PROFITS./// (5) PASSIVE INVESTOR IN WALLIS STATE BANK./// (6) PASSIVE INVESTOR IN AMAF, LLC./// (7) AltruVista; Houston, TX; Owner & CEO; Wealth Management; investment related; compensation is Salary & Shareholder Distribution./// (8) Author, The Business Owner's Dilemma (Book), book is for business owners to introduce the concepts found in the Wealth Integration System for Entrepreneurs (WISE), not investment related, started 4/26/21, 6-10 hours per month, receives compensation through book sales./// (9) Wealth Integration System for Entrepreneurs (WISE), CEO and owner, coaching services for business owners, started 4/26/21, not investment related, 11-20 hours per month, receives compensation via book sales, workshop fees, and subscriptions./// (10) Speaker and Author, Ali Nasser as a speaker and author. He will be presented as a keynote speaker for business owners for life and wealth strategies as well as an author, 11-20 hours per month, receives compensation via speaking engagements./// (11.) Altruvista RMC, LLC 3555 Timmons Lane Suite 915 Houston, TX 77027; Owner - Start Date 10/12/2011; Not Investment Related; LLC set up solely to receive insurance commissions; hours per month during trading 0 - hours per month during non-trading 0 ///
CRS (Client Relationship Summary) - RIA
Click below to view Ali Abbas Nasser's 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®
CFP®
Start date: 2010
Experience
Current
June 20, 2013 - Present
ALTRUVISTA LLC
Office #1: 3555 Timmons Lane Suite 915, Houston, TX 77027RIA
CRD#: 154576
Houston, TX
Current
August 18, 2010 - Present
VALMARK SECURITIES, INC.
Office #1: 3555 Timmons Lane Suite 915, Houston, TX 77027BD
CRD#: 31243
Houston, TX
Past
September 21, 2010 - December 31, 2012
ALTRUVISTA LLC
RIA
CRD#: 154576
HOUSTON, TX
Past
August 23, 2010 - December 31, 2016
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
HOUSTON, TX
Past
February 2, 2006 - August 20, 2010
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
HOUSTON, TX
Past
August 17, 2004 - August 20, 2010
NYLIFE SECURITIES LLC
BD
CRD#: 5167
HOUSTON, TX
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".
AL
ALTRUVISTA LLC
ALTRUISTA LLC | BUSINESS OWNERS FUND A DBA OF ALTRUVISTA, LLC | ALTRUVISTA LLC
CRD#: 154576 / SEC#: 801-108289
RIA
Registered Investment Advisory firm - (8/30/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(6/27/2023)
RR
California(4/13/2020)
RR
Florida(7/15/2024)
RR
Georgia(7/29/2011)
RR
Louisiana(5/24/2023)
RR
Minnesota(10/25/2021)
RR
Mississippi(7/15/2024)
RR
Texas(8/18/2010)
IAR
Texas(6/20/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AL
ALTRUVISTA LLC
ALTRUISTA LLC | BUSINESS OWNERS FUND A DBA OF ALTRUVISTA, LLC | ALTRUVISTA LLC
CRD#: 154576 / SEC#: 801-108289
RIA
Registered Investment Advisory firm - (8/30/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3555 Timmons Lane Suite 915, Houston, TX 77027
Mailing Address
Phone number
(713) 581-2440
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Texas | ERA - Withdrawn | 7/12/2013 |
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.
