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Timothy Ryan

20 Years of Experience
Killington, VT

Timothy Ryan is a registered investment advisor at Alpenglow Advisors LLC, based in Killington, VT, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 22 clients with $7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$318K average
Assets Under Management
$7.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

The fee includes Alpenglow's advisory fee of 1.50% and Betterment's platform fee of 0.15%.

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

Killington, VT

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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
Alpenglow Advisors LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Alpenglow Advisors LLC
May 2020 - December 2020 · 7 mos
Personal Capital Advisors Corporation
November 2018 - September 2019 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2017 - November 2018 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - November 2018 · 1 yr 6 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Bear, Stearns & CO. INC.
January 2008 - April 2008 · 3 mos
Bear, Stearns & CO. INC.Broker
January 2008 - April 2008 · 3 mos
Banc of America Investment Services, INC.Broker
August 2006 - January 2008 · 1 yr 5 mos
Banc of America Investment Services, INC.
August 2006 - January 2008 · 1 yr 5 mos
Chase Investment Services CORP.
August 2005 - July 2006 · 11 mos
Chase Investment Services CORP.Broker
August 2005 - July 2006 · 11 mos
Morgan Stanley
January 2005 - July 2005 · 6 mos
Morgan Stanley Dw INC.Broker
August 2004 - July 2005 · 11 mos
State Registrations3 states
CANJVT
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.
Timothy Ryan - Financial Advisor | TrueAdvisor