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Dariya Rentuk

7 Years of Experience
Broker

Dariya Rentuk is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, with 7 years of industry experience. Dariya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,943 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
91 advisors
Number of Clients
79,943 clients
Average Client Portfolio
$17K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$10
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.85%
$250K - $1.0M0.80%
$1M+0.75%

This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 S. Tryon Street, Suite 100, Charlotte, NC, 28202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dariya works for Ally Invest Advisors as a Supervisor-Client Services representative since 2021, spending about a quarter of their time in this role. Dariya supports both Ally Invest Securities and Ally Invest Advisors, servicing customers with self-directed or advisory accounts.

Employment History
Current Registrations
Ally Invest Advisors
October 2021 - Present · 4 yrs 6 mos
Ally Invest Securities LLCBroker
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2021 - August 2021 · 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - August 2021 · 2 yrs 8 mos
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.