Brandon Michael Shephard
Investment adviser representative at Ally Invest Advisors
21 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
21 years in the industry.
- Ally Invest Securities LLCJan 2023 to now
- Ally Invest AdvisorsJun 2021 to now
- Yes I Can BasketballOct 2005 to now
- TIAAFeb 2018 to Apr 2021
- TIAA-CREF Individual & Institutional Services, LLCFeb 2018 to Apr 2021
- PNCJan 2018 to Jan 2018
- Wells Fargo Clearing Services, LLCApr 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6493422
- Firm CRD
- 170301