Matthew Kenneth Odom
Investment Adviser Representative at ALLY Invest Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Kenneth Odom is an investment adviser representative with ALLY Invest Advisors in Charlotte, NC, where they have been registered since 2020. They have worked in the securities industry since 2010 and have been registered with 3 firms, including MML Investors Services, LLC and MSI Financial Services, Inc. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 35
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ODOM Adjusting CompanyAug 2008 – Jul 2018Rock Hill, SC
- MML Investors Services, LLCMar 2017 – Jul 2018Charlotte, NC
- Ally Invest Securities LLCJul 2018 – Mar 2022Charlotte, NC
- MSI Financial Services, Inc.Sep 2016 – Mar 2017Charlotte, NC
- Ally Invest AdvisorsJun 2020 – Mar 2022Charlotte, NC
- Ally Invest Securities LLCMar 2022 – no end date reportedCharlotte, NC
- Ally Invest AdvisorsMar 2022 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ALLY Invest Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100,000 (waivable)
- Tier 1 - First $250,0000.85%
- Tier 2 - Next $750,000 up to $1,000,0000.80%
- Tier 3 - Above $1,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Self-Directed Trading (stocks, bonds, ETFs and more with no commission fees on most U.S.-listed securities), Robo Portfolio (automated goal-based investing with no advisory fee or 0.30% per year), and Personal Advice (personalized financial planning and ongoing investment advice from a financial advisor at an annual advisory fee ranging from 0.85% to 0.75%).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 87
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-79305
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at ALLY Invest Advisors
Showing 12 of 87 in the directory
Similar advisors in Charlotte, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Kenneth Odom has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched