Zoey
Dangol

Ally Invest Advisors

CRD#6283798
Investment Advisor
in Winter Garden, FL

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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

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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

Thomas Kemp
Charlotte, NC
Dylan Hood
Charlotte, NC
Hameem Shah
Charlotte, NC
Paxton Wood
Charlotte, NC
Connor Snook
Charlotte, NC
Sammy Santacruz
Charlotte, NC
Lansen Pan
Charlotte, NC
Royce Guerrero
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.

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