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Bryan Marciniak

Ally Invest Advisors

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About Bryan Marciniak

Bryan Marciniak is a registered investment advisor representative with Ally Invest Advisors, a firm with its main office in Charlotte, NC. Bryan has over 9 years of experience in the financial industry. Bryan holds the Series 4, 7, 24, 63, and 65 licenses. Bryan works with high-net-worth individuals and other individuals, and provides financial planning and portfolio management services.

Firm Information

Bryan Marciniak 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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Bryan Marciniak’s Registration & Firm History

NC

09/18/2023 - Present

Ally Invest Advisors (CHARLOTTE NC)

NC

12/18/2019 - 10/12/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

SC

03/10/2017 - 12/12/2019

LPL FINANCIAL LLC (FORT MILL SC)

NC

07/22/2013 - 03/23/2016

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 12/03/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2022

Series 4 - Registered Options Principal Examination

BC

Issued 09/27/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Marciniak.
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