Ryan Brody
Ryan Brody is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Campbell, CA, with 10 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
910 E. Hamilton Avenue, Suite 150, Campbell, CA, 95008
Get directionsHistory
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 is involved in insurance activities outside of Guardian since 2016, dedicating a few hours per week. He also formed CBA Business Services, Inc. in 2022 to employ staff for administrative work, spending minimal time on this.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations10 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.
Exams
More Advisors
- David Culler, ChFCPark Avenue Securities LLC
- Rodney SuzukiPark Avenue Securities LLC
- Anne Ding, CFPPark Avenue Securities LLC
- Elaine EllisPark Avenue Securities LLC
- David Parkes, CFPPark Avenue Securities LLC
- Timothy Garner, CFPPark Avenue Securities LLC