Keller, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ally invest Advisors
Multi-team
Firm-wide stats for Ally invest Advisors
About
Ally Invest Advisors provides discretionary portfolio management primarily to individual and high‑net‑worth clients through largely web‑based solutions and virtual interaction. Its services include ETF‑based Robo Portfolios and the Invest Simply pilot (automated investing) as well as a Financial Advisor‑delivered Personal Advice service.
The firm implements model portfolios built on Modern Portfolio Theory with five risk tiers (Conservative through Aggressive) and varying cash allocations (Cash‑Enhanced Robo Portfolios target roughly 30% cash; Market‑Focused ~2%). Personal Advice and Guided Advice are delivered using a third‑party turnkey asset management platform (TAMP) and can include optional features such as tax‑sensitive allocations and tax‑loss harvesting.
Ally Invest Advisors is an affiliate of Ally Financial (including Ally Bank and Ally Invest Securities), a relationship the brochure ties directly to product design and cash management arrangements; the SEC recently settled a matter finding inadequate disclosure about the affiliate benefit from the Cash‑Enhanced cash buffer, resulting in a $500,000 penalty. With about $1.726 billion in discretionary AUM, 93 advisors, and over 83,000 clients, the firm operates with a notably high client‑to‑advisor ratio and concentrates on retail and HNW individual clients rather than corporate or business accounts.
Based on Ally invest Advisors
Expertise
Based on Ally invest Advisors
Location
Keller TX
Advisors at this office
2
Advisors at this office
Gerald K
Series 63, Series 66
Keller, TX
Ally invest Advisors
Gerald Krager is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at TD Waterhouse Investor Services and Ameritrade Inc before joining Ally Invest Advisors in 2020. Ally Invest Advisors serves a broad retail client base with discretionary portfolio management through both automated web-based services and advisor-led advice. The firm employs model portfolios primarily constructed with ETFs and integrates automated algorithms with supervised monitoring, managing tens of thousands of client accounts at scale.
Mitchell Z
Series 63, Series 66
Keller, TX
Ally invest Advisors
Mitchell Zaelit is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. He also serves as a digital product director focused on wealth management and robo-advice products. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs ETF-based portfolios aligned with Modern Portfolio Theory and delivers investment management at scale through digital and automated processes.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)