Ryan Cole, financial advisor Orland Park IL
81 score

Ryan Cole

CRD Number: 2975585
Current Firm: Strategic Advisers, Inc.

Ryan Cole (CRD# 2975585) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Orland Park, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Orland Park, IL Apr 2016 - Current < 1
Securities Service Network Boca Raton, FL Feb 2012 - Apr 2016 4
Dawson James Securities Boca Raton, FL Aug 2009 - Feb 2012 2
Unemployed Chicago, IL Apr 2009 - Aug 2009 < 1
Citigroup Global Markets Inc. Chicago, IL Mar 2009 - Apr 2009 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Chicago, IL Jul 2006 - Mar 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jan 2007
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Ryan C. Cole
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
81

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