RH
CFP
RH
CFP

Ryan Hasey

17 Years of Experience
Boca Raton, FL
BrokerSells Insurance

Ryan Hasey is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 17 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1900 Glades Rd Ste 354, Boca Raton, FL, 33431

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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 is a financial advisor at Feller Financial Services, selling and servicing insurance, securities, and investment products, dedicating minimal time. He also works full-time as an independent insurance agent selling fixed insurance products and dedicates minimal time as a shareholder buying, remodeling, and selling residential real estate.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLC
May 2021 - Present · 5 yrs
Cetera Wealth Services, LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2010 - June 2021 · 11 yrs 5 mos
Voya Financial Advisors, INC.Broker
April 2008 - June 2021 · 13 yrs 2 mos
State Registrations13 states
CACODEFLGAILINKYMDNCNYPASD
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.
Ryan Hasey - Financial Advisor | TrueAdvisor