RB
RB

Ryan Bachman

2 Years of Experience
Lititz, PA
BrokerSells Insurance

Ryan Bachman is a registered investment advisor at Park Avenue Securities LLC, based in Lititz, PA, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

10 S. Broad Street, Lititz, PA, 17543

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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 ActivitiesSells Insurance

Ryan is a member/owner of Livy's Laundry LLC, which is currently inactive. Ryan also provides insurance services outside of Guardian, dedicating about 10-20% of his time, and serves in the New York National Guard, taking about half of his time.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2024 - Present · 1 yr 9 mos
Park Avenue Securities LLC
May 2024 - Present · 2 yrs 2 mos
Park Avenue Securities LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
September 2014 - May 2015 · 8 mos
Park Avenue Securities LLCBroker
May 2014 - October 2014 · 5 mos
State Registrations4 states
FLMDNYPA
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.
Ryan Bachman - Financial Advisor | TrueAdvisor