Ryan Conrad Bates
Investment adviser representative at Ae Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ae Wealth Management, LLCMar 2021 to now
- Bates Capital, LLCApr 2010 to now
- Saxony Securities, Inc.Dec 2022 to May 2024
- Big Financial Services LLCFeb 2021 to Jul 2024
- Kalos ManagementSep 2018 to Mar 2021
- Kalos Capital, Inc.Sep 2018 to Feb 2021
- Lineweaver Wealth AdvisorsJul 2015 to Sep 2018
- Triad Advisors, LLCApr 2015 to Sep 2018
- Gentry-morrison Funeral HomeSep 2014 to Jul 2017
- Marion Nelson Funeral HomeMar 2012 to Feb 2021
- Nelson Financial StrategiesMar 2010 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 6347290
- Firm CRD
- 282580