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Scott Brian Makowski

Ally Invest Advisors

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About Scott Brian Makowski

Scott Brian Makowski is a financial advisor registered with Ally Invest Advisors. Scott Makowski has been in the industry for over 20 years. Scott Brian Makowski is licensed in 52 states and the District of Columbia. Scott Makowski specializes in financial planning and portfolio management for individuals.

Firm Information

Scott Makowski 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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Scott Makowski’s Registration & Firm History

NC

04/12/2022 - Present

Ally Invest Advisors (CHARLOTTE NC)

FL

01/23/2014 - 12/02/2015

PNC INVESTMENTS (BOCA RATON FL)

FL

11/18/2009 - 02/17/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)

FL

04/05/1999 - 06/08/2009

TD AMERITRADE, INC. (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 04/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2021

Series 24 - General Securities Principal Examination

BC

Issued 07/10/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/24/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/18/1995

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Brian Makowski.
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