RV
RV

Ryan Michael Vidal

6 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280

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 at Forge Consulting LLC, an insurance agency and the parent company of Advocacy Wealth Management, since January 2021. He spends a few hours per week servicing and placing insurance products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - December 2019 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - December 2019 · 1 yr 3 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Ryan Michael Vidal - Financial Advisor | TrueAdvisor