Ally Invest Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

170301

SEC number

801-79305

Firm type

RIA

Assets under management

$1.7B as of Apr 1, 2026

Website

www.ally.com/go/invest/promotion/ipsumv10 ↗

Phone

855-880-2559

Address

601 S. Tryon Street, Charlotte, NC, 28202

Advisors at this firm

73 in our index · page 2 of 2

• Dariya RentukCRD 7024461 · Yorktown Heights, NY
  IA RegisteredBroker
• John William RateyCRD 5890813 · Hovland, MN
  IA RegisteredBroker
• Serena RizzoCRD 2242582 · Albuquerque, NM
  IA RegisteredBroker
• Shane Jeremy RobertsonCRD 6281288 · Catawba, NC
  IA RegisteredBroker
• Jacob Zaire RobinsonCRD 7581959 · Charlotte, NC
  IA RegisteredBroker
• Sammy SantacruzCRD 6250974 · Doral, FL
  IA RegisteredBroker
• Benjamin Regalado SchottenfelsCRD 5564228 · Detroit, MI
  IA RegisteredBroker
• Hameem Syed ShahCRD 6129326 · Lewisville, TX
  IA RegisteredBroker
• Brandon Michael ShephardCRD 6493422 · Charlotte, NC
  IA RegisteredBroker
• Joshua SmailCRD 4656606 · Macomb, MI
  IA RegisteredBroker
• Connor SnookCRD 6143735 · Charlotte, NC
  IA RegisteredBroker
• Charles P SoursCRD 7210665 · Alamogordo, NM
  IA RegisteredBroker
• Patricia Amber StrongCRD 6730468 · Columbia, SC
  IA RegisteredBroker
• Justin TakCRD 7476222 · Lewisville, TX
  IA RegisteredBroker
• Cheryl Gunar ThompsonCRD 3179208 · Charlotte, NC
  IA RegisteredBroker
• George Andrew TrabookisCRD 4936630 · Charlotte, NC
  IA RegisteredBroker
• Holly VestCRD 6233215 · Wilmington, NC
  IA RegisteredBroker
• Kathy Lynn WilsonCRD 5259075 · Charlotte, NC
  IA RegisteredBroker
• Darren WhiteCRD 6197528 · Lewisville, TX
  IA RegisteredBroker
• Johnny Arthur WilliamsCRD 4941443 · Charlotte, NC
  IA RegisteredBroker
• Janet Ann WulfCRD 4650810 · Sumner, IA
  IA RegisteredBroker
• Mitchell Patrik ZaelitCRD 5857393 · Keller, TX
  IA RegisteredBroker
• Ryan N ZutterCRD 5062984 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.