Ryan Porter
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
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.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsMar 2025 to now
- J.P. Morgan Securities LLCApr 2024 to Mar 2025
- JPMorgan Chase Bank, N.A.Apr 2024 to Mar 2025
- Comerica Wealth ManagementFeb 2023 to Apr 2024
- UnemployedDec 2022 to Jan 2023
- Cg Advisory ServicesFeb 2022 to Nov 2022
- Evangelista & AssociatesFeb 2022 to Nov 2022
- Geneos Wealth Management IncFeb 2022 to Nov 2022
- Bank of America, N.a./merrill LynchJun 2018 to Feb 2022
- UnemployedJan 2018 to Jun 2018
- Lucky Brand JeansNov 2017 to Jan 2018
- First Securities FinancialNov 2016 to Dec 2017
- Sherwin WilliamsJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6959727
- Firm CRD
- 104555