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Gloria-grace Wolo

Ally Invest Advisors

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About Gloria-grace Wolo

Gloria-grace Wolo is a registered representative with Ally Invest Advisors. Gloria-grace has been in the industry since 2021 and holds Series 63 and 66 licenses. Gloria-grace specializes in financial planning and portfolio management for individuals. Gloria-grace previously worked with Robinhood Financial, LLC, Charlotte Mecklenburg School District, Robinhood Markets, Inc, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC.

Firm Information

Gloria-grace Wolo 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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Gloria-grace Wolo’s Registration & Firm History

NC

02/13/2025 - Present

Ally Invest Advisors (CHARLOTTE NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gloria-grace Wolo.
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