Ryan Bierley (CRD# 5533189) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
Company Name | Location | Dates | Years |
---|---|---|---|
Leigh Baldwin & Company, LLC | Cazenovia, NY | Aug 2016 - Current | 7 |
Progressive Marketing Services | Rochester, NY | Dec 2015 - Current | 8 |
Pruco Securities LLC | Rochester, NY | Sep 2014 - Nov 2015 | 1 |
Prudential Insurance Company Of America | Rochester, NY | Sep 2014 - Nov 2015 | 1 |
Nylife Securities, LLC | Fairport, NY | Sep 2010 - Sep 2014 | 4 |
New York Life Insurance | Fairport, NY | Aug 2010 - Sep 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2008 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- NY
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$109,622
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NY
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