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Ryan Castle

5 Years of Experience
Newark, DE
BrokerSells Insurance

Ryan Castle is a registered investment advisor at Cetera Investment Advisers LLC, based in Newark, DE, with 5 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
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Location

248 E Chestnut Hill Rd Ste 3, Newark, DE, 19713

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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 an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this. He also works as a head coach for varsity boys soccer at West Chester Area School District, spending a few hours per week. Additionally, Ryan provides administrative duties for George Castle, working nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2020 - June 2021 · 11 mos
Voya Financial Advisors, INC.Broker
June 2020 - June 2021 · 1 yr
State Registrations9 states
CADEFLMDMEMOOHPAVA
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 Castle - Financial Advisor | TrueAdvisor