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Russell Westover Martin

Investment adviser representative at Ally Invest Advisors
19 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

19 years in the industry.

  1. Ally Invest AdvisorsOct 2021 to now
  2. Ally Invest Securities LLCMay 2021 to now
  3. Truist Advisory Services, Inc.Mar 2021 to Apr 2021
  4. Truist Investment Services, Inc.Feb 2021 to Apr 2021
  5. Bb&t Securities, LLC.Apr 2019 to Feb 2021
  6. Dow JonesJan 2019 to Apr 2019
  7. UnemployedJun 2018 to Jan 2019
  8. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2007 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

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
5289997
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
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