Troy Talamelli
Investment adviser representative at Ally Invest Advisors
13 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
13 years in the industry.
- Ally Invest AdvisorsJun 2024 to now
- Ally Invest Securities LLCJun 2024 to now
- UnemployedMar 2024 to Jun 2024
- First Citizens Investor ServicesNov 2022 to Mar 2024
- LPL Financial, LLCJan 2019 to Nov 2022
- UnemployedNov 2017 to Jan 2019
- Allianz Global Investors Distributors LLCAug 2013 to Nov 2017
- Allianz Global Investors U.S. LLCAug 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3088305
- Firm CRD
- 170301