Ryan Sherry, financial advisor Fort Myers FL
89 score

Ryan Sherry

CRD Number: 6175064
Current Firm: Sagepoint Financial, Inc.

Ryan Sherry (CRD# 6175064) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fort Myers, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial Fort Myers, FL Jun 2013 - Current 3
Morgan Stanley Naples, FL Mar 2013 - May 2013 < 1
Markus Sherry Dmd Pa Fort Myers, FL Aug 2010 - Mar 2013 2
Rdm Southwest Florida LLC Fort Myers, FL Jun 2007 - Jul 2010 3
Unemployed Fort Myers, FL Jul 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Ryan M. Sherry
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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