RS
RS

Ryan Shenigo

9 Years of Experience
Westerville, OH
Broker

Ryan Shenigo is a registered investment advisor at LPL Financial LLC, based in Westerville, OH, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

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

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

Westerville, OH

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2016 - July 2021 · 4 yrs 7 mos
J.P. Morgan Securities LLC
December 2016 - July 2021 · 4 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
August 2015 - March 2016 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2015 - March 2016 · 7 mos
AXA Advisors, LLCBroker
June 2015 - August 2015 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.