Unclaimed Profile

Ali Abbas Nasser

ALTRUVISTA LLC·HOUSTON, Texas

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record20 years registeredALTRUVISTA LLC

3555 TIMMONS LANE, HOUSTON, TX 77027CRD# 4798801Firm CRD# 154576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ali Abbas Nasser · HOUSTON, TX

Registration

CRD #4798801 · ALTRUVISTA LLC · 20 years registered

Brand Profile

Not yet started

Career History

ALTRUVISTA LLC

Jun 2013 – present

ALTRUISTA LLC

Sep 2010 – Dec 2012

HOUSTON, TX

VALMARK ADVISERS, INC.

Aug 2010 – Dec 2016

HOUSTON, TX

EAGLE STRATEGIES LLC

Feb 2006 – Aug 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 2, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTRUVISTA LLC

CRD 154576 · SEC 801-108289

AUM

$302M

Regulatory assets under management

Employees

268 client accounts

Services offered by ALTRUVISTA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALTRUVISTA LLC →

Introduction

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Frequently Asked Questions

What services does Ali Abbas Nasser offer?

Ali Abbas Nasser specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Ali Abbas Nasser's credentials?

Ali Abbas Nasser holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ali Abbas Nasser located?

Ali Abbas Nasser is based in HOUSTON, Texas, working with ALTRUVISTA LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Ali Abbas Nasser charge for services?

Ali Abbas Nasser'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 ALTRUVISTA LLC?

ALTRUVISTA LLC has approximately 4 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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