Ryan Stine is a registered investment advisor at Osaic Wealth, INC., based in Akron, OH, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
843 N. Cleve-Mass Rd., Suite Dn-12, Akron, OH, 44333
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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.
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Ryan is a Registered Sales Assistant at Chlebina Capital Management, LLC since 2007. He spends approximately 60 hours per month in this role, with 50 hours dedicated to securities trading.
Employment History
Current Registrations
Private Client Services, LLCBroker
Osaic Wealth, INC.Broker
Chlebina Capital
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
First Allied Securities, INC.Broker
State Registrations2 states
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.