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CFP
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CFP

Ryan Hasey

LPL Financial LLC
18 Years of Experience
Boca Raton, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Hasey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 18 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
LPL Financial LLCBroker
September 2026 - Present · 1 mo
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs 5 mos
Cetera Wealth Services, LLCBroker
May 2021 - Present · 5 yrs 5 mos
Cetera Wealth Services, LLC
May 2021 - Present · 5 yrs 5 mos
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.
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