Nathan Poiry
Financial advisor at Advisory Alpha, LLC · Perrysburg, OH
Last updated 2026-10-10
Claim your profileNathan Poiry is a financial advisor at Advisory Alpha, LLC in Perrysburg, OH, CRD 7204691. Licenses and exams on the registration: Series 65, Series 63. First registered 2026-06-02.
Registration
- CRD number
- 7204691
- Registration status
- Active
- First registered
- 2026-06-02
- Years of experience
- 13
- States registered
- OH
Licenses and exams
- Series 65
- Series 63
Work history
- 2025-07 to Present · Advisory Alpha · Holland, MI
- 2018-02 to 2019-11 · Chipotle · Perrysburg, OH
- 2020-01 to 2022-01 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
- 2024-07 to 2025-07 · J.P. Morgan Securities LLC · Oregon, OH
- 2023-08 to 2024-07 · Jpmorgan Chase Bank, N.A. · Oregon, OH
- 2022-01 to 2023-08 · PNC Bank · Sandusky, OH
- 2017-09 to 2018-01 · Target · Perrysburg, OH
- 2019-12 to 2019-12 · Unemployed · Graytown, OH
- 2013-09 to 2017-08 · Unemployed · Graytown, OH
- 2018-05 to 2018-08 · Luc Ice · Port Clinton, OH
Current employment
- Advisory Alpha, LLC · Holland, MI
Advisory Alpha, LLC
- Regulatory AUM
- $4,373,624,090
- Registered advisors
- 66
- Offices
- 34
- Clients per advisor
- 209.6 (High)
- Average AUM per client
- $316.2K (Low)
- High-net-worth client ratio
- 3.3% (Low)
Advisory Alpha, LLC: advisors, services and reported ETF investments
Reported ETF positions
Advisory Alpha reports 242 ETF positions worth $3.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $343.7M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $300.2M |
| SCHM — Schwab U.S. Mid Cap ETF | $257.5M |
| XLK — State Street Technology Select Sector SPDR ETF | $241.6M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $201.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Advisory Alpha's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $3.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $4M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $84.4M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | EUAD — Select STOXX Europe Aerospace & Defense ETF | $782.4K | Top 98.7% | Replicability (R²) 45.6% · Residual Sharpe 0.39 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Advisory Alpha, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
770 Commerce Dr., Perrysburg, OH 43551
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866-530-1400
- Website: advisoryalpha.com
Official record
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