Ryan Williams
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- B.O.S.S. Retirement Advisors, LLCJul 2026 to now
- B.O.S.S. Retirement Solutions, LLCJul 2026 to now
- Wells Fargo Clearing Services LLCAug 2021 to Jul 2026
- Digital Intelligence Systems LLCAug 2021 to Apr 2024
- Smoothie KingMay 2019 to Aug 2019
- University of FloridaJun 2017 to May 2021
- St. Thomas Aquinas HighschoolAug 2013 to May 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 (UT).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
6 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
- 7427267
- Firm CRD
- 171143