Ryan York
Ryan York is a registered investment advisor at LPL Financial LLC, based in Liverpool, NY, with 16 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
7421 Oswego Road, Liverpool, NY, 13090
Get directionsHistory
Regulatory History (1)
Financial
March 2023Other Business ActivitiesSells Insurance
Ryan is a board member for the Museum of Science & Technology Foundation, owner/president/CEO of York Wealth Management, and a mentor at Syracuse University. He also sells various insurance products and provides bookkeeping services, dedicating minimal time to the foundation and Gifford Foundation, a few hours per week to bookkeeping, and about 10-20% of his time to mentoring.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Pinnacle Investments, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations5 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.
Exams
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