Ryan Marc Robertson
Investment adviser representative at Factor Wealth Management
10 yearsExperience
2 statesRegistered in
$781MFirm assets
37 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
Experience
10 years in the industry.
- Factor Wealth Management Ltd.Jun 2022 to now
- Fidelity InvestmentsOct 2020 to May 2022
- Great Lakes Water SportsJun 2020 to Sep 2020
- National Interstate InsuranceMay 2019 to Sep 2019
- Ace HardwareDec 2018 to Feb 2019
- E&m Consulting - Raymond JamesMay 2018 to Aug 2018
- VersaceDec 2016 to Jan 2018
- Polarx Ornament and GiftDec 2016 to Jan 2017
- Miami UniversityAug 2016 to May 2020
- City of StrongsvilleJun 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Factor Wealth Management
Legal name: Factor Wealth Management Ltd.
$781MAssets managed
239Clients
5Advisers
37 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
- 7309576
- Firm CRD
- 104708