Ryan Thiel
Ryan Thiel is a registered investment advisor at The Pinnacle Financial Group, based in Smithtown, NY, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
398 Route 111, Smithtown, NY, 11787
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Regulatory History
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 ActivitiesSells Insurance
Ryan operates his LPL business through Ryan Thiel & Associates Inc. He is also associated with The Pinnacle Financial Group as a Registered Investment Advisor Hybrid, dedicating full-time hours to this role. Ryan also sells non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
David Lerner Associates, INC.Broker
State Registrations4 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.