Ryan Joelson
Ryan Joelson is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mystic, CT, with 14 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
56 Williams Ave, 1st Floor, Mystic, CT, 06355-2914
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ryan is involved with Hub and Spoke Operational Support, LLC, dedicating about a quarter of his time. This activity is investment-related and occupies 60 hours per month, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Guardian Rock Wealth Investment Management, INC.
Marc J. Lane & CompanyBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Nuveen Securities, LLCBroker
Nuveen Asset Management, LLC
Incapital LLCBroker
Invesco Capital Markets, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.