RZ
RZ

Ryan Zukowitz

4 Years of Experience
Tampa, FL

Ryan Zukowitz is a registered investment advisor at Fisher Investments, based in Tampa, FL, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

3109 W Martin L King Jr. Blvd, Suite 600, Tampa, FL, 33607

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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.

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Employment History
Current Registrations
Fisher Investments
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Empower Advisory Group, LLC
March 2024 - May 2024 · 2 mos
Empower Financial Services, INC.Broker
January 2024 - May 2024 · 4 mos
Trinity Wealth Securities, L.L.C.Broker
August 2022 - October 2023 · 1 yr 2 mos
Florida Financial Advisors, LLC
October 2021 - October 2023 · 2 yrs
State Registrations2 states
FLTX
Advisor

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.