Ryan Herits (CRD# 6015143) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 12 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Planmember Securities Corporation | Carpinteria, CA | Aug 2019 - Current | 4 |
Mutual Inc. | Farmingville, NY | Aug 2019 - Current | 4 |
Vital Planning Services ,llc | Glen Head, NY | Dec 2018 - Current | 5 |
Bespoke Wealth Management | Glen Head, NY | Apr 2016 - Current | 8 |
Nyc Surgical Associates | New York, NY | May 2014 - Current | 10 |
Rhyno Consulting LLC | Metuchen, NJ | Apr 2014 - Current | 10 |
Vanderbilt Securities, LLC | Woodbury, NY | Nov 2016 - Aug 2019 | 2 |
Mml Investors Services | Syosset, NY | May 2016 - Nov 2016 | < 1 |
Mass Mutual Life Insurance Company | Syosset, NY | Jul 2015 - Nov 2016 | 1 |
Quontic Bank | Jericho, NY | Jul 2015 - May 2016 | < 1 |
Low 2 High Lax LLC | Metuchen, NJ | Oct 2013 - Feb 2016 | 2 |
The Prudential Insurance Company Of America | Uniondale, NY | Mar 2012 - Jul 2015 | 3 |
Pruco Securities, LLC | Uniondale, NY | Mar 2012 - Jul 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2012 |
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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