Ryan Ledet, financial advisor Westlake TX
88 score

Ryan Ledet

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX Mar 2015 - Current 1
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
Contact Info for Ryan N. Ledet
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
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, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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