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Benjamin Bielefeld

Ally Invest Advisors

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About Benjamin Bielefeld

Benjamin Bielefeld is a financial advisor currently registered with Ally Invest Advisors. Benjamin has been in the financial services industry since 2001 and has been with Ally Invest Advisors since 2022. Previously, Benjamin was associated with PNC Investments, Wells Fargo Advisors, LLC, Duncan-Williams, Inc., CSFBDIRECT, INC., and Dean Witter Reynolds Inc. Benjamin has a Series 7, Series 63, Series 65 and Series 66 licenses. Benjamin also holds the Securities Industry Essentials (SIE) designation.

Firm Information

Benjamin Bielefeld 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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Benjamin Bielefeld’s Registration & Firm History

NC

02/16/2022 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

08/20/2014 - 08/17/2016

PNC INVESTMENTS (CHARLOTTE NC)

NC

06/27/2013 - 08/01/2014

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

NC

06/04/2002 - 09/04/2012

DUNCAN-WILLIAMS, INC. (CHARLOTTE NC)

NJ

08/31/2000 - 12/31/2001

CSFBDIRECT, INC. (JERSEY CITY NJ)

NY

01/04/2000 - 05/31/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 02/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Bielefeld.
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