Patricia
Strong

Ally Invest Advisors

CRD#6730468
Investment Advisor
in Charlotte, NC

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About this Advisor

Patricia Strong is a financial advisor based in Charlotte, North Carolina, working with Ally Invest Advisors. Patricia has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Abba Construction, Smg Jacksonville, Dialamerica, Kelly Educational Staffing, Follett Educational Group, University Of North Florida, Florida State College At Jacksonville, Bank Of America, N.A, Ally Invest Securities LLC, and Ally Invest Advisors. Patricia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Patricia is part of Ally Invest Advisors, which operates out of Charlotte, North Carolina. 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

601 S. Tryon Street Suite 100
Charlotte, NC 28202

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Ally Invest Advisors Brokerage Details

Total Assets Under Management

$1,127,619,162

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

12

NC Average: 22
Total Number of Accounts

70,547

NC Average: 1,917
Average Account Size

$15,984

NC Average: $1,890,985

Investment Advisory Services

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

Patricia Strong Work History

2023 - Present (1 year)

Ally Invest Advisors

2021 - Present (3 years)

Ally Invest Securities LLC

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Abba Construction

2015 - 2016 (1 year)

Smg Jacksonville

2015 - 2015 (< 1 year)

Dialamerica

2015 - 2016 (1 year)

Follett Educational Group

2014 - 2014 (< 1 year)

Kelly Educational Staffing

2014 - 2015 (1 year)

Follett Educational Staffing

2014 - 2016 (2 years)

University Of North Florida

2014 - 2014 (< 1 year)

Florida State College At Jacksonville

Disclosures

Please visit the SEC profile of Patricia Strong 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

Aaron Litman
Plantation, FL
Dylan Hood
Charlotte, NC
Sammy Santacruz
Charlotte, NC
Patricia Strong
Charlotte, NC
Connor Snook
Charlotte, NC
Royce Guerrero
Charlotte, NC
Derek Petrella
Charlotte, NC
Thomas Kemp
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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