RT
CFP
RT
CFP

Ryan Tuttle

14 Years of Experience
Cottonwood Heights, UT
Broker

Ryan Tuttle is a CFP-designated registered investment advisor, based in Cottonwood Heights, UT, with 14 years of industry experience.

Location

2750 E Cottonwood Parkway #300, Cottonwood Heights, UT, 84121

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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 Activities

Ryan is a co-owner of Ryan and Laura Tuttle (Sole Proprietorship) since January 2022, which is an office rental business. He spends minimal time on rent collection and maintenance.

Employment History
Current Registrations
Sofi Securities LLC
June 2017 - Present · 8 yrs 11 mos
Sofi Wealth LLC
June 2017 - Present · 8 yrs 11 mos
Sofi Securities LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
January 2015 - June 2017 · 2 yrs 5 mos
TD Ameritrade, INC.
January 2015 - June 2017 · 2 yrs 5 mos
TD Ameritrade, INC.Broker
January 2015 - June 2017 · 2 yrs 5 mos
E*trade Securities LLCBroker
October 2013 - January 2015 · 1 yr 3 mos
Morgan StanleyBroker
July 2011 - October 2013 · 2 yrs 3 mos
State Registrations2 states
TXUT
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.