Zoey
Dangol

Ally Invest Advisors

CRD#6283798
Investment Advisor
in Winter Garden, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zoey Dangol is a financial advisor based in Winter Garden, Florida, working with Ally Invest Advisors. Zoey has previously held positions at Capital Asset Management, L'Occitane, Fsc Securities Corp, Orange Leaf Yogurt, Brennan Wealth Advisors, Fsc Securities Corporation, Target, Ally Invest Securities LLC, Ally Invest Advisors, and Elevate-1Crm. Zoey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Zoey is part of Ally Invest Advisors, which operates out of Winter Garden, Florida. The firm has 3 offices and 12 employees. The firm manages assets totaling $1.1 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ally Invest Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Winter Garden, FL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ally Invest Advisors Brokerage Details

Total Assets Under Management

$1,127,619,162

FL Average: $3,625,019,099
Total Number of Employees

12

FL Average: 22
Total Number of Accounts

70,547

FL Average: 1,917
Average Account Size

$15,984

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Zoey Dangol Work History

2024 - Present (0 year)

Elevate-1Crm

2021 - Present (3 years)

Ally Invest Securities LLC

2021 - Present (3 years)

Ally Invest Advisors

2019 - 2021 (2 years)

Fsc Securities Corporation

2019 - 2020 (1 year)

Target

2018 - 2018 (< 1 year)

Brennan Wealth Advisors

2018 - 2019 (1 year)

Fsc Securities Corporation

2017 - 2018 (1 year)

Orange Leaf Yogurt

2015 - 2017 (2 years)

Fsc Securities Corp

2014 - 2018 (4 years)

L'Occitane

2013 - 2017 (4 years)

Capital Asset Management

Disclosures

Please visit the SEC profile of Zoey Dangol to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ally Invest Advisors

Hameem Shah
Charlotte, NC
Dylan Hood
Charlotte, NC
Patricia Strong
Charlotte, NC
Derek Petrella
Charlotte, NC
Royce Guerrero
Charlotte, NC
Connor Snook
Charlotte, NC
Thomas Kemp
Charlotte, NC
Miteshkumar Patel
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started