Ryan Cilli (CRD# 7824829) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Oct 2023 - Current | < 1 |
Donate Life Club | Sparta, NJ | Nov 2017 - Oct 2023 | 5 |
Liquor Factory | Newton, NJ | Jun 2021 - Sep 2023 | 2 |
Dale's Market | Branchville, NJ | Jun 2022 - May 2023 | < 1 |
Providence College | Providence, RI | Oct 2019 - May 2023 | 3 |
Providence College | Providence, RI | Aug 2019 - May 2023 | 3 |
Adison And Partners | Parsippany-troy Hills, NJ | Jun 2018 - Aug 2022 | 4 |
Sparta High School | Sparta, NJ | Sep 2015 - Jun 2019 | 3 |
Sparta Middle School | Sparta, NJ | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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 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, WY
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