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CFP

Ryan Kittredge

Private Advisor Group, LLC
19 Years of Experience
Northborough, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Kittredge is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Northborough, MA, with 19 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

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

1 E Main St STE 206, Northborough, MA, 01532

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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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Other Business ActivitiesSells Insurance

Ryan sells non-variable insurance products, including fixed life, disability, and long-term care insurance, dedicating about a quarter of his time. He also provides investment advisory services through Private Advisor Group and ClearPath Financial Partners, spending nearly full-time on these activities, and owns rental real estate property, spending minimal time on it.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2012 - Present · 14 yrs
LPL Financial LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Tower Square Securities, INC.Broker
November 2009 - October 2012 · 2 yrs 11 mos
Nylife Securities LLCBroker
October 2006 - December 2009 · 3 yrs 2 mos
State Registrations16 states
AZCTDCFLGAINLAMAMENHNYOHRISCVAVT
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.
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