RM
RM

Ryan Mickiewicz

10 Years of Experience
Brewster, MA
BrokerSells Insurance

Ryan Mickiewicz is a registered investment advisor at Cetera Investment Advisers LLC, based in Brewster, MA, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

2404 Main St, Unit 3, Brewster, MA, 02631

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 →
Other Business ActivitiesSells Insurance

Ryan is an agent/broker selling fixed insurance products since 2016, dedicating about 10-20% of his time. He is also the owner of Evergreen Financial, Inc., a financial services company, since June 2024, which takes nearly full-time hours and includes the sale and service of fixed insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2015 - August 2023 · 8 yrs 1 mo
Securian Financial Services, INC.Broker
May 2015 - August 2023 · 8 yrs 3 mos
State Registrations19 states
AZCACTFLILMAMDMEMNNCNHNJNYPARISCTNTXVT
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 Mickiewicz - Financial Advisor | TrueAdvisor