Christopher
Holt

Ally Invest Advisors

CRD#4418051
Investment Advisor
in Cincinnati, OH

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About this Advisor

Christopher Holt is a financial advisor operating out of Cincinnati, Ohio with a total of 2 years of industry experience. Holt is currently employed by Ally Invest Advisors. Throughout their career, Holt has worked at Fifth Third Securities, Ally Invest Securities LLC and Ally Invest Advisors. Holt has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Ohio. Ally Invest Advisors is an advisory company operating out of Charlotte, NC. The firm has offices in three locations and a total of 14 advisors. It oversees $987 million in total assets between its 80,983 accounts, making it one of the larger investment advisory firms in the country by assets under management. Ally Invest Advisors offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which service is offered. However, fee types charged 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

Cincinnati, OH

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Ally Invest Advisors Brokerage Details

Total Assets Under Management

$986,653,558

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

14

OH Average: 22
Total Number of Accounts

80,983

OH Average: 1,917
Average Account Size

$12,183

OH Average: $1,890,985

Investment Advisory Services

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

Christopher Holt Work History

Christopher 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

2012 - 2021 (9 years)

Fifth Third Securities

*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 Christopher Holt 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

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