Ryan LedetCRD Number: 6309223
Current Firm: Strategic Advisers, Inc.
Ryan Ledet (CRD# 6309223) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity Brokerage Services LLC||Westlake, TX||Mar 2015 - Current||2|
|Grand Financial, Inc.||Addison, TX||Feb 2015 - Feb 2015||< 1|
|Securian Financial Services Inc.||St Paul, MN||Mar 2014 - Feb 2015||< 1|
|Minnesota Life Insurance Co||St Paul, MN||Mar 2014 - Feb 2015||< 1|
|Martin Financial Group||Dallas, TX||Mar 2014 - Feb 2015||< 1|
|Texas State University||San Marcos, TX||Aug 2009 - Dec 2014||5|
|Vodka St Bar And Grill||San Marcos, TX||Sep 2013 - Nov 2013||< 1|
|Robles 1||San Marcos, TX||Jun 2013 - Aug 2013||< 1|
|The Scooter Store||San Marcos, TX||Jun 2012 - Feb 2013||< 1|
|Robles 1||San Marcos, TX||Jul 2011 - Aug 2011||< 1|
|Brooks Brothers||San Marcos, TX||Sep 2010 - Dec 2010||< 1|
|Cb Sports World||Haslet, TX||Jun 2010 - Aug 2010||< 1|
|Academy Sports And Outdoors||Haslet, TX||Apr 2009 - Aug 2009||< 1|
|Nolan High School||Fort Worth, TX||Sep 2003 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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
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