TrueAdvisor
TrueAdvisor
RS
RS

Ryan Shubin

Impact Partnership Wealth, LLC
25 Years of Experience
Miramar Beach, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Shubin is a registered investment advisor at Impact Partnership Wealth, LLC, based in Miramar Beach, FL, with 25 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.

Impact Partnership Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
8,017 clients
Average Client Portfolio
$370K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

755 Grand Blvd, Ste B-105-343, Miramar Beach, FL, 32550

Get directions

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.
Regulatory
May 2010
Final
Employment Separation After Allegations
December 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan works as a registered representative for Purshe Kaplan Sterling Investments, offering various investment products, dedicating about 10-20% of his time. He also works as an insurance agent for PKS Financial Services and himself, marketing and selling disability, long-term care, fixed life, and annuity insurance products, also dedicating about 10-20% of his time to each. Finally, Ryan is a sailing director at Fort Worth Boat Club, dedicating about a quarter of his time.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
June 2023 - Present · 3 yrs 4 mos
Purshe Kaplan Sterling Investments
November 2011 - Present · 14 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Global View Capital Management LLC
September 2021 - June 2023 · 1 yr 9 mos
Legacy Private Client Group, INC.
April 2017 - October 2021 · 4 yrs 6 mos
Legacy Private Client Group, INC.
November 2011 - December 2016 · 5 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - November 2011 · 2 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2011 · 2 yrs 5 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
UBS Financial Services INC.
July 2001 - January 2009 · 7 yrs 6 mos
UBS Financial Services INC.Broker
May 2001 - January 2009 · 7 yrs 8 mos
State Registrations10 states
AZCAFLGAIDNVPAUTVAWA
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.
More Advisors
More financial advisors in Miramar Beach, FL →All financial advisors in Florida →