Ryan Shippy, financial advisor Palm Beach FL
90 score

Ryan Shippy

CRD Number: 6005219
Current Firm: Strategic Advisers, Inc.

Ryan Shippy (CRD# 6005219) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Palm Beach, FL Jun 2014 - Current 2
Morgan Stanley West Palm Beach, FL May 2013 - Jun 2014 1
Genspring Family Offices Jupiter, FL Nov 2011 - Apr 2013 1
Robert Half West Palm Beach, FL Sep 2011 - Nov 2011 < 1
Bny Mellon Wealth Management Philadelphia, PA May 2008 - Aug 2011 3
Harris Private Bank West Palm Beach, FL May 2007 - May 2008 1
Palm Beach Atlantic University West Palm Beach, FL Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Ryan D. Shippy
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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