RF
RF

Ryan Fero

3 Years of Experience
Chicago, IL
Broker

Ryan Fero is a registered investment advisor at North Square Investments, LLC, based in Chicago, IL, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 14 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$3.2B
Loading...

Location

200 West Madison St, Suite 2610, Chicago, IL, 60606

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 Activities

Ryan works as an Internal Sales Consultant for North Square Investments LLC, dedicating full-time hours to this role. He is also a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer.

Employment History
Current Registrations
North Square Investments, LLC
March 2025 - Present · 1 yr 2 mos
Foreside Fund Services, LLC
November 2023 - Present · 2 yrs 6 mos
Foreside Fund Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
American Funds Distributors, INC.
June 2022 - July 2023 · 1 yr 1 mo
American Funds Distributors, INC.Broker
May 2022 - July 2023 · 1 yr 2 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
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 Fero - Financial Advisor | TrueAdvisor