Ryan Cosgrove (CRD# 7100258) is an Investment Advisor Representative working at Edelman Financial Engines in El Segundo, CA and has over 4 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Apr 2022 - Current | 2 |
| 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 |
| Alpha Squared Capital, LLC | Scottsdale, AZ | Mar 2019 - Sep 2019 | < 1 |
| Ronancio Wealth Management, Inc. | Pheonix, AZ | May 2018 - Jan 2019 | < 1 |
| Brentwood Country Club | Los Angeles, CA | May 2017 - Mar 2018 | < 1 |
| Full-time Student | Camarillo, CA | Aug 2009 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- CA
- TX
-
Total Assets Under Management270,770MILLIONS
-
Total Number of Accounts1,561,555ACCOUNTS
-
Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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
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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