Ali Nasser is a CFP-designated registered investment advisor at Altruvista LLC, based in Houston, TX, with 21 years of industry experience. Ali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3555 Timmons Lane, Suite 915, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ali is involved in several business activities, including the sale of a broker/dealer business and disability income insurance, teaching a CFP course at Rice University, serving on the board of advisors for Triarc Properties, and being a passive investor in SAS Nutrition, Wallis State Bank, and AMAF, LLC. Ali is also the Owner & CEO of AltruVista, an author, and provides coaching services for business owners, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Altruvista LLC
Valmark Securities, INC.Broker
Previous Registrations
Altruista LLC
Valmark Advisers, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 states
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