Desiree Ceara Coleman
Investment adviser representative at Ally Invest Advisors
11 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
11 years in the industry.
- Sycamore Civic Management Group LLCMay 2026 to now
- Ally Invest AdvisorsJun 2021 to now
- Ally Invest SecuritiesJun 2021 to now
- First Command Advisory Services, Inc.Sep 2019 to Jun 2021
- First Command Financial Planning, Inc.Sep 2019 to Jun 2021
- First Command Insurance Services, Inc.Sep 2019 to Jun 2021
- First CommandApr 2019 to Sep 2019
- OnestopJan 2018 to May 2019
- Fed ExJun 2017 to Aug 2018
- Aramark Refreshment ServicesFeb 2017 to Mar 2018
- University of TennesseeAug 2015 to May 2019
- University of TennesseeeJul 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7094738
- Firm CRD
- 170301