ALLY INVEST ADVISORS INC

ALLY INVEST ADVISORS
CHARLOTTE, North Carolina·16 registered advisors·CRD# 170301
SEC# 801-793053855-880-2559
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
16
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at ALLY INVEST ADVISORS INC

16 registered advisors
Alex Michael Martin
CHARLOTTE, North Carolina
Craig Wylie Pinkston
CHARLOTTE, North Carolina
David Stanley Dusseault
CHARLOTTE, North Carolina
Donato Anthony Montanaro
CHARLOTTE, North Carolina
Gerald Krager
CHARLOTTE, North Carolina
Jennifer Upchurch Flynn
CHARLOTTE, North Carolina
Jessica Mei-Ling-Beloin Ciero
CHARLOTTE, North Carolina
Kevin James Armstrong
CHARLOTTE, North Carolina
Lindsey Catherine Bell
CHARLOTTE, North Carolina
Loretta Ballard Spangard
CHARLOTTE, North Carolina
Michael J Chiodo
CHARLOTTE, North Carolina
Miteshkumar D Patel
CHARLOTTE, North Carolina
Philip Andrew Claxton
CHARLOTTE, North Carolina
Richard John Hagen
CHARLOTTE, North Carolina
Roberto Ettore Donovan
CHARLOTTE, North Carolina
Thomas Albert Desmond
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
16 advisors

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Data sourced from SEC Form ADV filings. ALLY INVEST ADVISORS INC (CRD# 170301) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.