Ryan FowlerCRD Number: 3151811
Current Firm: Strategic Advisers, Inc.
Ryan Fowler (CRD# 3151811) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Oct 2013 - Current||4|
|Scottsdale Securities, Inc.||La Mesa, CA||Nov 1998 - Oct 2013||14|
|Scottsdale Securities Inc.||Salt Lake City, UT||Oct 1998 - Oct 2013||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||Aug 1999|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
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