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Anthony Bonvissuto

Ally Invest Advisors

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About Anthony Bonvissuto

Anthony Bonvissuto is a financial advisor registered with Ally Invest Advisors. Anthony is a Series 7, Series 66, and SIE licensed representative with over a year of experience in the financial services industry. Anthony is currently registered in all 50 states and the District of Columbia. Prior to joining Ally Invest Advisors, Anthony was an Investment Advisor Representative at LPL Financial LLC. Anthony is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Anthony Bonvissuto 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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Anthony Bonvissuto’s Registration & Firm History

NC

09/05/2024 - Present

Ally Invest Advisors (CHARLOTTE NC)

MD

12/08/2022 - 12/12/2023

LPL FINANCIAL LLC (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 03/31/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Bonvissuto.
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