Ryan Spencer Alexander
Investment adviser representative at Sound Income Strategies, LLC
10 yearsExperience
2 statesRegistered in
$4.2BFirm assets
11 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
- Seminars and workshops
Experience
10 years in the industry.
- Sound Income Strategies, LLCJan 2024 to now
- Crystal Lake Tax and FinancialJan 2024 to now
- UnemployedSep 2022 to Jan 2024
- Fidelity InvestmentsFeb 2021 to Sep 2022
- TD AmeritradeNov 2018 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Nov 2018
- PNCDec 2016 to Jan 2018
- Swing TraderFeb 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 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
- 6907429
- Firm CRD
- 173272