RY
CFP
RY
CFP

Ryan Young

28 Years of Experience
Bradenton, FL
Broker

Ryan Young is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Bradenton, FL, with 28 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
170 advisors
Number of Clients
12,411 clients
Average Client Portfolio
$680K average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.46%
$500K - $1.0M1.36%
$1.0M - $2.0M1.26%
$2M+1.16%

Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2520 Manatee Avenue West, Bradenton, FL, 34205

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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
Synovus Securities, INC.
August 2019 - Present · 7 yrs 2 mos
Synovus Securities, INC.Broker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - August 2019 · 2 yrs 11 mos
Suntrust Investment Services, INC.
January 2009 - December 2016 · 7 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 2009 - August 2019 · 10 yrs 7 mos
Fisher Investments
October 2007 - January 2009 · 1 yr 3 mos
Edward Jones
October 2005 - September 2007 · 1 yr 11 mos
Edward JonesBroker
September 1998 - September 2007 · 9 yrs
State Registrations16 states
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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.
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