Susan Monahan
Investment adviser representative at Ally Invest Advisors
9 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
9 years in the industry.
- Ally Invest AdvisorsOct 2021 to now
- Ally Invest Securities LLCAug 2021 to now
- Sure StepFeb 2021 to Jan 2025
- Allstate Insurance CompanyApr 2019 to Aug 2021
- Keller Williams Gulf CoastAug 2018 to Mar 2020
- UnemployedJul 2018 to Aug 2018
- Bob's HorticultureMay 2017 to Jun 2018
- National Asset ManagementJun 2016 to Apr 2017
- National Securities CorporationMay 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4059275
- Firm CRD
- 170301