Ryan Herits
Ryan Herits is a registered investment advisor at Capital Analysts, based in Melville, NY, with 13 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, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
445 Broad Hollow Rd., Ste. 25, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
Ryan owns GMT Partners LLC (collectibles/sports cards) and RHYNO Consulting LLC (business management consulting), dedicating minimal time to each. Ryan is also an agent for Westchester Financial Partners LLC, CEO/Agent for Bespoke Wealth Management, Inc. and Vital Insurance Agency, Inc. (insurance sales/brokerage), and President of Vital Planning Services, LLC (tax/accounting purposes), spending about a quarter of his time and a few hours per week on these activities.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts
Lincoln Investment
Planmember Securities Corporation
Planmember Securities CorporationBroker
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
State Registrations15 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.