Ryan Chester
Ryan Chester is a registered investment advisor at Osaic Wealth, INC., based in Birmingham, AL, with 14 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
3535 Grandview Parkway, Suite 500, Birmingham, AL, 35243
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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 a partner at Smoqued BBQ Orange LLC, a food business, dedicating minimal time to taste food for quality control. Ryan also works full-time as a Brokerage Director at BGA Insurance, dealing with wholesale fixed insurance and annuities, and spends a few hours per week as an IAR Rep at TLG Advisors, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Centaurus Financial, 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.