Iman Howard
Financial advisor at Ally Invest Advisors · Charlotte, NC
Last updated 2026-10-10
Claim your profileIman Howard is a financial advisor at Ally Invest Advisors in Charlotte, NC, CRD 7465586. Licenses and exams on the registration: Series 66. IAPD registration began 2023-05-17.
Registration
- CRD number
- 7465586
- Registration status
- Active
- IAPD registration
- 2023-05-17
- Industry Experience
- 3 years
- Work Experience
- 10 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2021-11 to Present · Ally Invest Securities LLC · Charlotte, NC
- 2016-04 to 2021-11 · Ally Bank · Lewisville, TX
- 2019-11 to 2022-03 · Saks Fifth Avenue · Grapevine, TX
- 2023-05 to Present · Ally Invest Advisors · Charlotte, NC
Current employment
- Ally Invest Advisors · Charlotte, NC
Ally Invest Advisors
- Regulatory AUM
- $1,726,325,664
- Registered advisors
- 82
- Offices
- 39
- Clients per advisor
- 1014.6 (Very high)
- Average AUM per client
- $20.7K (Low)
- High-net-worth client ratio
- 0.1% (Low)
Ally Invest Advisors: advisors, services and reported ETF investments
About
Iman Howard is a financial advisor at Ally Invest Advisors in Charlotte, NC. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 10 years of reported work history. Reported roles include Ally Invest Securities LLC, Saks Fifth Avenue, Ally Bank.
SEC disclosures list additional business and community activities: Artgasmic Llc (not investment related): 325 n; St.
Ally Invest Advisors' firm-level Form ADV reports 82 advisors across 39 offices; approximately 1014.6 clients per advisor, average assets per client of $20,749, and regulatory AUM of $1.7B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $1.7B across 73 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Iman Howard personally.
Reported ETF positions
Ally Invest Advisors reports 73 ETF positions worth $1.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $384.5M |
| VEA — Vanguard FTSE Developed Markets ETF | $325.3M |
| BNDX — Vanguard Total International Bond ETF | $128.9M |
| IJH — iShares Core S&P Mid-Cap ETF | $113.2M |
| IEF — iShares 7-10 Year Treasury Bond ETF | $106.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ally Invest Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $384.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $384.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF | $4.9M | Top 98.1% | Residual alpha +0.09% · Residual Sharpe 0.04 |
| Diversification Benefits | IDNA — iShares Genomics Immunology and Healthcare ETF | $231.2K | Top 97.6% | Replicability (R²) 62.7% · Residual Sharpe 0.26 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ally Invest Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Banking or Thrift Institution
- Insurance Company or Agency
Location
601 S. Tryon Street, Charlotte, NC 28202
81 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 855-880-2559
- Website: secure.ally.com/open-account/invest-simply/automated
Official record
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