RM
RM

Ryan Millman

10 Years of Experience
Boston, MA
1 DisclosureSells Insurance

Ryan Millman is a registered investment advisor at Modern Capital Management, CO., based in Boston, MA, with 10 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. Their firm serves 17 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
17 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$100.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

MCMC generally charges a yearly advisory fee between 0.25% - 2.00% of assets under management. This fee is negotiated for each client relationship based upon the complexity of the client’s situation. The fees are generally paid monthly or quarterly in advance and can be deducted from the client’s account or invoiced directly to the client.

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Location

655 East Broadway, Unit 2, Boston, MA, 02127

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History

Regulatory History (1)
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Regulatory
July 2025
Final
Other Business ActivitiesSells Insurance

Ryan is an executive benefits consultant for Stearns Financial Group, dedicating a significant amount of time to this role. He is also an insurance producer for Belpointe Insurance, LLC and works with insurance products and executive benefits tied to NQDC for Modern Capital Executive Solutions, dedicating full-time hours to this role.

Employment History
Current Registrations
Modern Capital Management, CO.
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Modern Capital Advisors, LLC
January 2022 - September 2023 · 1 yr 8 mos
Belpointe Asset Management LLC
December 2018 - October 2021 · 2 yrs 10 mos
MML Investors Services, LLCBroker
April 2015 - December 2018 · 3 yrs 8 mos
State Registrations1 state
MA
Advisor

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.
Ryan Millman - Financial Advisor | TrueAdvisor