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 working out of Winter Garden, Florida, who has 2 years of industry experience. Dangol is an employee of Ally Invest Advisors. Their career trajectory has included roles at Capital Asset Management, L'Occitane, Devon Energy, James Avery, Fsc Securities Corp, Orange Leaf Yogurt, Brennan Wealth Advisors, Fsc Securities Corporation, Target, Ally Invest Securities LLC and Ally Invest Advisors. Dangol maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Florida. Ally Invest Advisors is an advisory business that has its headquarters in Charlotte, NC. The investment advisory business has offices in three locations and a total of 14 people on staff. It manages $987 million in assets under management between its 80,983 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Ally Invest Advisors provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on the type of services. Fees billed by Ally Invest Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

$986,653,558

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

14

FL Average: 22
Total Number of Accounts

80,983

FL Average: 1,917
Average Account Size

$12,183

FL Average: $1,890,985

Investment Advisory Services

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

Zoey Dangol Work History

Zoey has been registered as a financial advisor for 2 years.*

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

2013 - 2013 (< 1 year)

Devon Energy

2013 - 2014 (1 year)

James Avery

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Daniel Storment
Charlotte, NC
Zoey Dangol
Winter Garden, FL
Shane Robertson
Charlotte, NC
Zachary Gibson
Charlotte, NC
Sammy Santacruz
Charlotte, NC
Robert Mcadams
Charlotte, NC
Derek Petrella
Charlotte, NC
Elizabeth Freedlund
Calabasas, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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