Miteshkumar
Patel
Ally Invest Advisors
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About this Advisor
Miteshkumar Patel is a chartered financial analyst working out of Charlotte, North Carolina who has 4 years of industry experience. Patel currently works for Ally Invest Advisors. The advisor has gained experience at Ally Financial, Cerberus Capital Management, Elevation LLC, Ally Invest Securities LLC and Ally Invest Advisors. Patel maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Ally Invest Advisors is a financial advisory company based in Charlotte, NC. The firm has offices in three locations and a total of 14 financial advisors. It controls $987 million in assets between its 80,983 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Ally Invest Advisors provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which service is provided. However, fee types 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
Miteshkumar Patel Work History
Miteshkumar has been registered as a financial advisor for 4 years.*
Ally Invest Securities LLC
Ally Invest Advisors
Elevation LLC
Cerberus Capital Management
Ally Financial
*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 Miteshkumar Patel 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
Charlotte, NC
Calabasas, CA
Charlotte, NC
Charlotte, NC
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