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Aaron Sergei Fayzulayev

Ally Invest Advisors

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About Aaron Sergei Fayzulayev

Aaron Fayzulayev is an investment advisor representative with Ally Invest Advisors. Aaron is registered with the state of New York and holds Series 7TO, SIE, and Series 66 securities licenses. Aaron has been in the financial services industry since 2020 and has experience at SW Financial and Aegis Capital Corp. Aaron specializes in providing financial planning and portfolio management services to individuals and high net worth individuals.

Firm Information

Aaron Fayzulayev is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Fayzulayev’s Registration & Firm History

NY

03/15/2022 - Present

Ally Invest Advisors (Fresh Meadows NY)

NY

04/22/2021 - 11/12/2021

SW FINANCIAL (MELVILLE NY)

NY

01/01/2021 - 04/01/2021

AEGIS CAPITAL CORP. (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 10/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Sergei Fayzulayev.
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