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Ryan Stevens

28 Years of Experience
Parrish, FL
2 DisclosuresBroker

Ryan Stevens is a registered investment advisor at Ameriprise Financial Services, LLC, based in Parrish, FL, with 28 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Parrish, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2020
Settled
Employment Separation After Allegations
February 2006
Other Business Activities

Ryan owns a single-family real estate property since 2020 and is an assistant tennis coach for two teams. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2020 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLC
September 2020 - Present · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2012 - October 2020 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2012 - October 2020 · 8 yrs 9 mos
Raymond James & Associates, INC.
September 2010 - January 2012 · 1 yr 4 mos
Raymond James & Associates, INC.Broker
March 2006 - January 2012 · 5 yrs 10 mos
Comerica Securities
February 2004 - March 2006 · 2 yrs 1 mo
Comerica SecuritiesBroker
March 2002 - March 2006 · 4 yrs
Prudential Securities IncorporatedBroker
January 1998 - March 2002 · 4 yrs 2 mos
State Registrations14 states
CACOFLGAMIMNMTNVSCSDTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

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