Ryan MajorCRD Number: 5881681
Current Firm: Strategic Advisers, Inc.
Ryan Major (CRD# 5881681) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Nov 2015 - Current||2|
|Wells Fargo Advisors, LLC||St. Louis, MO||Sep 2012 - Nov 2015||3|
|Wells Fargo Advisors LLC||Salt Lake City, UT||Oct 2011 - Jul 2012||< 1|
|E*trade Securities LLC||Sandy, UT||Aug 2011 - Sep 2011||< 1|
|Wells Fargo Advisors||Salt Lake City, UT||Jan 2011 - Jul 2011||< 1|
|American United Family Of Credit Unions||Salt Lake City, UT||Oct 2010 - Dec 2010||< 1|
|America First Credit Union||Layton, UT||Jan 2008 - Oct 2010||2|
|University Of Utah||Salt Lake City, UT||Aug 2007 - Dec 2007||< 1|
|Jcpenney||Holladay, UT||Nov 2006 - Sep 2007||< 1|
|Us Bank||Holladay, UT||May 2007 - Aug 2007||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2006 - Nov 2006||< 1|
|Black Angus||Sandy, UT||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
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