Ryan Belanger-Saleh is a registered investment advisor at Waldo.ai, INC., based in New Haven, CT. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable in certain circumstances. The program fees cover advisory services, trading commission, custodial, clearing and execution and account reporting.
Fee Estimator
Location
470 James St. Suite 007, New Haven, CT, 06513
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Regulatory History
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
Waldo.ai, INC.
State Registrations3 states
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.