Ally Invest Advisors

Overview

Ally Invest Advisors is an SEC registered investment adviser based in Charlotte, NC, registered since 2014. It reports $1.7B in assets under management across 79,536 accounts, with 8 employees. It has 82 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

100%

Accounts

79,536

Average account

$21.7K

Employees

8

Advisory reps

82

Registered since

2014

Jurisdictions

52

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Miteshkumar D Patel President CRD 6731175
• Alex Michael Martin Chief Financial Officer CRD 5639666
• Gerald Krager Chief Compliance Officer CRD 2943927

1 more executive officer, with direct contact details

Advisory reps 3 of 82

• Tarrance Anderson Registered Rep · Investment Adviser Rep CRD 7910732
• Evan Armstrong Registered Rep · Investment Adviser Rep CRD 7838341
• Samuel Aussieker Registered Rep · Investment Adviser Rep CRD 7554646

79 more advisory reps, with emails, phones and branch locations

Location

Headquarters

601 S Tryon St Ste 100
Charlotte, NC 28202

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: secure.ally.com/open-account/invest-simply/automated

Every state, with registration dates

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