Ryan Leahey, financial advisor Greenwood Village CO
93 score

Ryan Leahey

CRD Number: 6120892
Current Firm: Strategic Advisers, Inc.

Ryan Leahey (CRD# 6120892) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Sep 2012 - Current 5
20/20 Companies Irving, TX Aug 2012 - Sep 2012 < 1
Us Health Advisors Dallas, TX Jul 2012 - Aug 2012 < 1
The Retail Outsource Denton, TX Mar 2012 - Jul 2012 < 1
Wal- Mart Hickory Creek, TX Apr 2010 - Mar 2012 1
University Of North Texas Denton, TX Aug 2009 - Dec 2011 2
Unemployed Cary, NC May 2009 - Aug 2009 < 1
Campbell University Buies Creek, NC Aug 2008 - May 2009 < 1
Unemployed Keller, TX May 2008 - Aug 2008 < 1
Tarrant County College Northeast Campus Hurst, TX Aug 2006 - May 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Ryan F. Leahey
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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