Serena Rizzo
Investment adviser representative at Ally Invest Advisors
24 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Outlier Ai, Inc.Dec 2025 to now
- Ally Invest AdvisorsOct 2021 to now
- Ally Invest Securities LLCJul 2021 to now
- Stifel Nicolaus & Co IncJun 2018 to Jun 2021
- Cetera Advisor Networks LLCJan 2013 to Jun 2018
- Bar Financial, LLCMar 2002 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NM).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2242582
- Firm CRD
- 170301