Ryan Sharby (CRD# 6661082) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Merrimack, NH | Aug 2019 - Current | 4 |
Commonwealth Financial Network | Waltham, MA | Jan 2018 - Jul 2019 | 1 |
Macwilliam Financial Group | Manchester, NH | Jul 2017 - Jul 2019 | 2 |
Looking Upwards | Newport, RI | Feb 2017 - May 2017 | < 1 |
Roger Williams University | Bristol, RI | Sep 2013 - May 2017 | 3 |
Northwestern Mutual | Manchester, NH | Jun 2016 - Aug 2016 | < 1 |
United States Youth Soccer Association | Manchester, NH | Sep 2006 - Jun 2016 | 9 |
Mass Mutual Financial Group | Bedford, NH | Dec 2015 - Jan 2016 | < 1 |
Easter Seals Inc. | Manchester, NH | Jun 2013 - Aug 2015 | 2 |
Macwilliam Financial Group | Bedford, NH | May 2015 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- MA
- NH
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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