Sheri Bartyzel (CRD# 6278603) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | Apr 2022 - Current | 1 |
| Ally Invest Securities LLC | Charlotte, NC | May 2021 - Current | 2 |
| Ally Invest Securities LLC | Charlotte, NC | Feb 2021 - May 2021 | < 1 |
| Ally Invest Securities LLC | Charlotte, NC | Nov 2019 - Feb 2021 | 1 |
| Ally Invest Securities LLC | Charlotte, NC | Apr 2019 - Nov 2019 | < 1 |
| Unemployed | Charlotte, NC | Sep 2017 - Mar 2019 | 1 |
| Lpl Financial | Charlotte, NC | Dec 2013 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NC
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Total Assets Under Management987MILLIONS
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Total Number of Accounts80,983ACCOUNTS
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Average Account Value$12,183
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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