RC
RC

Ryan Casper

9 Years of Experience
Harrison, NY
Broker

Ryan Casper is a registered investment advisor at Jefferies Investment Advisers LLC, based in Harrison, NY, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

Harrison, NY

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Jefferies LLC
September 2023 - Present · 2 yrs 8 mos
Jefferies Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Jefferies LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - September 2023 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - September 2023 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1996 - January 1997 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.