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Troy Talamelli

Investment Adviser Representative at ALLY INVEST ADVISORS

Charlotte, NCCRD #3088305Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
52 states
Exams Passed
11

Registrations & licenses

Registration type
Dual-registered
Registered in 52 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/23/2010
Series 65
Uniform Investment Adviser Law Examination
Passed 9/8/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 9/4/1998
Series 52
Municipal Securities Representative Examination
Passed 2/25/2026
SIE
Securities Industry Essentials Examination
Passed 11/30/2017
Series 31
Futures Managed Funds Examination
Passed 9/21/1998
Series 7
General Securities Representative Examination
Passed 8/24/1998
Series 27
Financial and Operations Principal Examination
Passed 4/22/2026
Series 53
Municipal Securities Principal Examination
Passed 3/13/2026
Series 4
Registered Options Principal Examination
Passed 10/24/2025
Series 24
General Securities Principal Examination
Passed 8/2/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 1 - First $250,0000.85%
Tier 2 - Next $750,000 up to $1,000,0000.80%
Tier 3 - Above $1,000,0000.75%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ALLY Invest Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLY INVEST ADVISORSCurrent
6/27/2024Charlotte, NC
FIRST CITIZENS INVESTOR SERVICES, INC.
12/12/20223/28/2024Charlotte, NC
LPL FINANCIAL LLC
1/24/201911/25/2022San Diego, CA
AXA ADVISORS, LLC
10/5/20128/23/2013Milford, CT
ING INVESTMENT MANAGEMENT CO.
2/2/201111/15/2011New York, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Troy Talamelli 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.

Troy Talamelli - Financial Advisor in Charlotte, NC | AdvisorFinder