Mitchell Zaelit (CRD# 5857393) is an Investment Advisor Representative working at Ally Invest Advisors in Keller, TX and has over 13 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | Nov 2021 - Current | 2 |
| Ally Invest Securities LLC | Charlotte, NC | May 2021 - Current | 3 |
| Charles Schwab & Company, Inc. | Westlake, TX | Oct 2019 - Mar 2021 | 1 |
| Td Ameritrade | Draper, UT | Oct 2011 - Oct 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- TX
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- 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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