Ryan Rocuant (CRD# 7358915) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has over 3 years of experience in the finance industry. Ryan Rocuant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Trust Advisory Group | Estero, FL | Mar 2021 - Current | 3 |
| Mutual Trust Advisory Group | Estero, FL | Feb 2021 - Mar 2021 | < 1 |
| Katherine L Nash Insurance Agency, Inc. | Punta Gorda, FL | Jul 2020 - Feb 2021 | < 1 |
| Domino's Pizza | Estero, FL | Mar 2020 - Jun 2020 | < 1 |
| Miramar Lakes Beach And Golf | Miromar Lakes, FL | Mar 2019 - Mar 2020 | 1 |
| Student | Fort Myes, FL | Mar 2011 - Mar 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- FL
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts423ACCOUNTS
-
Average Account Value$388,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX
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