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Ryan Hamilton

19 Years of Experience
Saint Louis, MO
1 DisclosureBrokerSells Insurance

Ryan Hamilton is a registered investment advisor at Osaic Wealth, INC., based in Saint Louis, MO, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

2 Cityplace Dr Ste 200, Saint Louis, MO, 63141

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
Other Business ActivitiesSells Insurance

Ryan is a registered representative for Inertia, focusing on long-term care solutions, dedicating minimal time to this role. He also works as an advisor for Securities America Advisors, spending about a quarter of his time on advisory business and securities trading.

Employment History
Current Registrations
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Securities America, INC.Broker
December 2018 - June 2024 · 5 yrs 6 mos
Securities America Advisors, INC.
December 2018 - June 2024 · 5 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - December 2018 · 1 yr 9 mos
MML Investors Services, LLC
March 2017 - December 2018 · 1 yr 9 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
June 2008 - January 2015 · 6 yrs 7 mos
New England SecuritiesBroker
June 2008 - January 2015 · 6 yrs 7 mos
Ameriprise Financial Services, INC.
March 2006 - May 2008 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
March 2006 - May 2008 · 2 yrs 2 mos
State Registrations7 states
ARFLILINKSMOTN
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.