Ryan Paul Rocuant
Investment adviser representative at Mutual Trust Advisory Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.8MFirm assets
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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
10 years in the industry.
- Mutual Trust Advisory GroupFeb 2021 to now
- Katherine L Nash Insurance Agency, Inc.Jul 2020 to Feb 2021
- Domino's PizzaMar 2020 to Jun 2020
- Miramar Lakes Beach and GolfMar 2019 to Mar 2020
- StudentMar 2011 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mutual Trust Advisory Group
Legal name: Mutual Trust Advisory Group, Inc.
$165.8MAssets managed
176Clients
2Advisers
5 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
- 7358915
- Firm CRD
- 277060