RZ
RZ

Ryan Zabrowski

23 Years of Experience
St. Louis, MO
1 Disclosure

Ryan Zabrowski is a registered investment advisor at Krilogy, based in St. Louis, MO, with 23 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,153 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
3,153 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.0B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$3,750

Krilogy Financial charges a fee based on the value of your accounts, calculated quarterly. The fee will not exceed 2.00% unless the minimum annual fee applies. The minimum annual fee is $3,750 ($937.50 per quarter), regardless of the account value, unless waived. Fees typically range from 0.50% to 1.50%, depending on the account size and advisor's practices. Fees are negotiable. Krilogy may include held-away accounts in the fee calculation. Fees do not include internal fees and expenses in mutual funds, ETFs, or transaction charges.

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Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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History

Regulatory History (1)
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Criminal
January 2001
Final Disposition
Other Business Activities

Ryan is a partner in Pinnacle Racing Stable 56 LLC, an investor in thoroughbreds, and a member/owner of Turf View Farm, LLC, managing property and rentals. Ryan is also the author of an educational book on the markets and investing, dedicating minimal time to each activity.

Employment History
Current Registrations
Krilogy
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - March 2019 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - March 2019 · 11 yrs 7 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley & CO., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley
April 2002 - April 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
March 2002 - April 2007 · 5 yrs 1 mo
State Registrations3 states
FLMOTX
Advisor

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.