Ryan Pine
Ryan Pine is a registered investment advisor at Genesee Capital Advisors, LLC, based in Auburn, NY, with 20 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 557 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Genesee Capital Advisors' investment management fees range from 0.05% to 1.75% annually, based on factors like the complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. Fees may be negotiable.
Location
46 South Street, Auburn, NY, 13021
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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 ActivitiesSells Insurance
Ryan is an insurance agent selling insurance and fixed annuities since 2013, dedicating minimal time to this activity. Ryan is also a member of R2J Partners LLC, involved in real estate transactions, dedicating minimal time to this activity.
Employment History
Current Registrations
Genesee Capital Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.