Ryan Joseph Allessio
Investment adviser representative at Assetmark, Inc.
17 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
Are you Ryan Joseph Allessio? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Assetmark, Inc.Jan 2023 to now
- Assetmark Brokerage, LLCNov 2022 to now
- Assetmark Financial Holdings, Inc.Nov 2022 to now
- Brinker Capital SecuritiesNov 2021 to Nov 2022
- Orion Portfolio SolutionsNov 2021 to Nov 2022
- UnemployedJul 2021 to Oct 2021
- Tandem Wealth Advisors LLCOct 2020 to Jun 2021
- Beaumont Capital Management LLCJan 2020 to Sep 2020
- Beaumont Financial Partners LLCMay 2017 to Dec 2019
- Massmutual Financial GroupJul 2009 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5506619
- Firm CRD
- 109018