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Ryan Myers

Park Avenue Securities LLC
5 Years of Experience
Lake Oswego, OR
2 DisclosuresBroker
View SEC Summary
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Ryan Myers is a registered investment advisor at Park Avenue Securities LLC, based in Lake Oswego, OR, with 5 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 Centerpointe Drive, Suite 220, Lake Oswego, OR, 97035

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
Financial
October 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ryan is involved in three outside business activities: filing form 941 for Employee Retention Credit, sales for SolarPros, and work with Stryde. These activities require minimal time commitment and are not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2023 - Present · 3 yrs 5 mos
Park Avenue Securities LLC
June 2022 - Present · 4 yrs 4 mos
Park Avenue Securities LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Independent Financial Group, LLCBroker
May 2021 - May 2022 · 1 yr
State Registrations4 states
CANVORWA
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.
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