RA
RA

Ryan Allessio

15 Years of Experience
Chicago, IL
Broker

Ryan Allessio is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

200 W Madison Street, Suite 2200, Chicago, IL, 60606

Get directions

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.

Learn about disclosures →
Other Business Activities

Ryan works full-time as a National Consultant of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in November 2022.

Employment History
Current Registrations
Assetmark, INC.
January 2023 - Present · 3 yrs 4 mos
Assetmark Brokerage, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Orion Portfolio Solutions, LLC
March 2022 - September 2022 · 6 mos
Brinker Capital Securities, LLCBroker
February 2022 - September 2022 · 7 mos
Tandem Wealth Advisors
December 2020 - June 2021 · 6 mos
Beaumont Capital Management, LLC
January 2020 - August 2020 · 7 mos
Beaumont Financial Partners LLC
November 2017 - December 2019 · 2 yrs 1 mo
MML Investors Services, LLCBroker
July 2009 - May 2017 · 7 yrs 10 mos
MML Investors Services, INC.Broker
February 2009 - May 2009 · 3 mos
MML Distributors, LLCBroker
October 2008 - May 2009 · 7 mos
First Investors CorporationBroker
May 2008 - May 2008 · 0 mos
State Registrations2 states
ILNY
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.