Ryan Douglas Lefler
Investment adviser representative at Hb Wealth
12 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 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
12 years in the industry.
- Hb WealthOct 2022 to now
- Hb Wealth Management, LLCMay 2022 to now
- Boynton Financial Group, IncAug 2018 to Apr 2022
- Raymond James Financial Services Advisors Inc.Aug 2018 to Apr 2022
- Raymond James Financial Services, Inc.Aug 2018 to Apr 2022
- Gwn Securities, Inc.Jul 2018 to Aug 2018
- Kuey Group LLCJan 2018 to Mar 2020
- Templeton SolutionsFeb 2017 to Aug 2018
- Morgan StanleyJul 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 6372503
- Firm CRD
- 316731