Ryan Frankel, financial advisor Tampa FL

Ryan Frankel

CRD Number: 6677929
Current Firm: Kestra Advisory Services, LLC

Ryan Frankel (CRD# 6677929) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tampa, FL and has over 4 years of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Adcock Financial Group Tampa, FL Feb 2019 - Current 2
Kestra Financial, Inc. Tampa, FL Feb 2019 - Current 2
Morgan Stanley Private Bank, N.a. New York, NY Jul 2018 - Feb 2019 < 1
Morgan Stanley Temple Terrace, FL Jun 2018 - Feb 2019 < 1
Capitalrock Financial Llc D/b/a Naples Wealth Planning Naples, FL Dec 2017 - May 2018 < 1
Platinum Wealth Partners Tampa, FL Feb 2017 - Dec 2017 < 1
Platinum Wealth Partners Tampa, FL Nov 2016 - Feb 2017 < 1
Jp Morgan Securities LLC Tampa, FL Jun 2016 - Nov 2016 < 1
Jpmorgan Chase Bank Tampa, FL Feb 2016 - Jun 2016 < 1
Sunpoint Home Loans Lutz, FL Aug 2015 - Mar 2016 < 1
Bonefish Grill Wesley Chapel, FL Nov 2014 - Mar 2016 1
Unemployed Tampa, FL Jul 2014 - Oct 2014 < 1
Ymca Palm Harbor, FL May 2012 - Jul 2014 2
Finish Line Clearwater, FL Apr 2011 - Aug 2012 1
Coldstone Creamery Palm Harbor, FL Aug 2010 - Nov 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2017
S63 Uniform Securities State Law Examination Aug 2018
Contact Info for Ryan A. Frankel
Phone Number: 8445537872
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    34,791
    MILLIONS
  • Total Number of Accounts
    110,060
    ACCOUNTS
  • Average Account Value
    $316,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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