Ryan Lewandowski
Ryan Lewandowski is a registered investment advisor at LPL Financial LLC, based in Clinton Township, MI, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
40400 Garfield Rd, Clinton Township, MI, 48038
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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 operates under the DBA MSGCU Investment Services for his LPL business since March 2022. He is also an agent for non-variable insurance, dedicating about 10-20% of his time to this activity, and has a business entity, RWL Capital Inc, for tax/investment purposes, requiring minimal time. Additionally, Ryan has an LLC, Catching Fall, for a book/game, which is not investment related and takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 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.