Ryan James Robertson
Investment adviser representative at My Prosper Team
20 yearsExperience
1 stateRegistered in
$58.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- My Prosper TeamMar 2021 to now
- Prosper Wealth Insurance, LLCMar 2021 to now
- Prosper Wealth Solutions LLC dba My Prosper TeamDec 2020 to now
- Sprout Residential FundJan 2020 to May 2021
- Sprout FinancialJan 2018 to Jan 2020
- Private Capital GroupJan 2014 to Dec 2017
- J Rob VenturesMar 2006 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
My Prosper Team
Legal name: Prosper Wealth Solutions, LLC
$58.2MAssets managed
438Clients
4Advisers
5 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
- 5731693
- Firm CRD
- 311144