Ryan Van leeuwen
Investment adviser representative at Fidelity Institutional Wealth Adviser LLC
10 yearsExperience
1 stateRegistered in
$9.4BFirm assets
7 yearsFirm in business
Are you Ryan Van leeuwen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Fidelity Institutional Wealth Adviser LLCFeb 2025 to now
- Fidelity InvestmentsApr 2021 to now
- UnemployedNov 2020 to Mar 2021
- Northwestern MutualAug 2020 to Oct 2020
- DoordashMay 2020 to Aug 2020
- Oklahoma State UniversityJul 2017 to Jun 2020
- Weatherford CollegeAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fidelity Institutional Wealth Adviser LLC
$9.4BAssets managed
65,862Clients
39Advisers
7 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
- 7290795
- Firm CRD
- 301896