Matthew Ryan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kent, WA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

20819 72nd Ave S, Ste. 630, Kent, WA, 98032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLC
September 2011 - February 2023 · 11 yrs 5 mos
LPL Financial LLCBroker
September 2011 - February 2023 · 11 yrs 5 mos
Edward Jones
June 2007 - September 2011 · 4 yrs 3 mos
Edward JonesBroker
May 2007 - September 2011 · 4 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
September 1997 - November 1998 · 1 yr 2 mos
U.S. Bancorp SecuritiesBroker
May 1997 - September 1997 · 4 mos
Sutro & CO. IncorporatedBroker
September 1996 - January 1997 · 4 mos
Edward D. Jones & CO., L.P.Broker
September 1994 - June 1995 · 9 mos
State Registrations21 states
ALAZCACOFLGAHIIDMAMSMTNCNDNYOHORTNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Ryan - Financial Advisor | TrueAdvisor