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Patricia Amber Strong

Ally Invest Advisors

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About Patricia Amber Strong

Patricia Strong is a financial advisor with Ally Invest Advisors. Patricia has been in the securities industry since May 2017. Patricia has a broad range of experience and holds licenses in 52 states. Patricia is a dedicated professional with the commitment and expertise to guide her clients toward their financial goals.

Firm Information

Patricia Strong 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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Patricia Strong’s Registration & Firm History

NC

05/09/2023 - Present

Ally Invest Advisors (Charlotte NC)

AZ

04/20/2017 - 05/13/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 12/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/15/2022

Series 4 - Registered Options Principal Examination

BC

Issued 08/27/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/20/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Amber Strong.
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