Ryan Paylor, financial advisor Miami FL
89 score

Ryan Paylor

CRD Number: 6238165
Current Firm: Thomas J. Herzfeld Advisors, Inc.

Ryan Paylor (CRD# 6238165) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL Jun 2012 - Current 4
Jpmorgan Chase New York, NY Jul 2005 - Jun 2012 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Ryan M. Paylor
Phone Number: 305-271-1900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $1,018,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MA, MI, NJ, NM, NY, PA, TX, WA

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

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