Ryan Cosgrove, financial advisor Torrance CA

Ryan Cosgrove

CRD Number: 7100258
Current Firm: Financial Engines Advisors LLC

Ryan Cosgrove (CRD# 7100258) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Torrance, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, CA Apr 2022 - Current < 1
Financial Engines Advisors LLC Santa Clara, CA May 2020 - Apr 2022 1
Lifetyme Financial Advisors, LLC Phoenix, AZ Oct 2019 - Feb 2020 < 1
Lifetyme Financial Group, LLC Phoenix, AZ Sep 2019 - Feb 2020 < 1
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Ronancio Wealth Management, Inc. Pheonix, AZ May 2018 - Jan 2019 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Ryan P. Cosgrove
Phone Number: 408-498-6000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    290,355
    MILLIONS
  • Total Number of Accounts
    1,586,142
    ACCOUNTS
  • Average Account Value
    $183,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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