Ryan Muchard is a registered investment advisor at LPL Financial LLC, based in Rochester, NY, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1100 Long Pond Rd Suite 108, Rochester, NY, 14626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan works as an Investment Advisor Representative for Securities America Advisors, focusing on managed accounts and dedicating a few hours per week. He also works full-time as a mechanical engineer in medical devices, spending about a quarter of his time on securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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