Susan
Monahan
Ally Invest Advisors
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About this Advisor
Susan Monahan is a financial advisor working out of Charlotte, North Carolina who has 2 years of relevant experience. Monahan currently works for Ally Invest Advisors. Over the course of their career, they have held roles at Talbots, Quest Capital Strategies, Inc, Heritage Wealth Management, Stand Rock Campground, Bealls Of Florida, Bob'S Horticulture, Allstate Insurance Company, Keller Williams Gulf Coast, Ally Invest Advisors, Ally Invest Securities LLC, National Securities Corporation, Coldwell Banker Commercial Real Estate, National Asset Management and Sure Step. Monahan holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in Florida. Ally Invest Advisors is a registered investment company that has its headquarters in Charlotte, NC. It has offices in three locations and a total of 14 advisors. It handles $987 million in assets under management across its 80,983 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Ally Invest Advisors has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services are offered. Fees billed by Ally Invest Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ally Invest Advisors Brokerage Details
$986,653,558
14
80,983
$12,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Monahan Work History
Susan has been registered as a financial advisor for 2 years.*
Ally Invest Advisors
Ally Invest Securities LLC
Sure Step
Allstate Insurance Company
Keller Williams Gulf Coast
Bob'S Horticulture
National Securities Corporation
National Asset Management
Bealls Of Florida
Coldwell Banker Commercial Real Estate
Stand Rock Campground
Talbots
Quest Capital Strategies, Inc
Heritage Wealth Management
*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 Susan Monahan 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
Charlotte, NC
Charlotte, NC
Charlotte, NC
Winter Garden, FL
Calabasas, CA
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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