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Gary Jay Dalton

LATASH INVESTMENTS, LLC·ANCHORAGE, Alaska
Series 7, Series 66Clean record23 years registeredLATASH INVESTMENTS, LLC
301 W. NORTHERN LIGHTS BLVD.,, ANCHORAGE, AK 99503CRD# 4247104Firm CRD# 128012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Jay Dalton · ANCHORAGE, AK
Registration
CRD #4247104 · LATASH INVESTMENTS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

LATASH INVESTMENTS, LLC
Aug 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · August 4, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LATASH INVESTMENTS, LLC
CRD 128012 · SEC 801-62261
AUM
$1.6B
Regulatory assets under management
Employees
7
12 client accounts
Services offered by LATASH INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LATASH INVESTMENTS, LLC →
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05

Frequently Asked Questions

What services does Gary Jay Dalton offer?
Gary Jay Dalton specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Gary Jay Dalton's credentials?
Gary Jay Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Jay Dalton located?
Gary Jay Dalton is based in ANCHORAGE, Alaska, working with LATASH INVESTMENTS, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Gary Jay Dalton charge for services?
Gary Jay Dalton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LATASH INVESTMENTS, LLC?
LATASH INVESTMENTS, LLC has approximately 7 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LATASH INVESTMENTS, LLC

Adam Clark Gibbons
ANCHORAGE, AK
Petter Sigurd Jahnsen
ANCHORAGE, AK

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