Ryan York
Ryan York is a registered investment advisor at LPL Financial LLC, based in Liverpool, NY, with 15 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
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.