RB
RB
Ryan Bartley
24 Years of Experience
Burlington, VT
2 DisclosuresBroker
Ryan Bartley is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, VT, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
40 Main Street, Suite 400, Burlington, VT, 05401
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2012Settled
Customer Dispute
December 2011Settled
Other Business Activities
Ryan is a partner at raisedLIFE, LLC, where he orchestrates the structure and finances of the business. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2015 - Present · 11 yrs
Raymond James & Associates, INC.
May 2015 - Present · 11 yrs
Raymond James & Associates, INC.
May 2015 - Present · 11 yrs
Previous Registrations
UBS Financial Services INC.
February 2007 - May 2015 · 8 yrs 3 mos
UBS Financial Services INC.Broker
February 2007 - May 2015 · 8 yrs 3 mos
Mcdonald Investments INC.
October 2006 - February 2007 · 4 mos
Mcdonald Investments INC.Broker
February 2003 - February 2007 · 4 yrs
Morgan Stanley Dw INC.Broker
March 2001 - January 2003 · 1 yr 10 mos
State Registrations31 states
AZCACOCTFLGAHIILKSMAMDMEMIMOMTNCNHNJNMNVNYOHPARISCTXUTVAVTWAWI
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.