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Ryan Trevor McClellan

Investment adviser representative at Earned Wealth Advisors, LLC
13 yearsYears since first job or exam
1 stateRegistered in
$3.1B
26 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(925) 939-2500earnedwealth.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Earned Wealth Advisors, LLCJan 2025 to now
  2. Earned WealthNov 2023 to Jan 2025
  3. Fisher InvestmentsMay 2022 to Oct 2023
  4. Hayden Properties - Caprock CrossingMar 2021 to Apr 2022
  5. SC Bodner CompanyMar 2021 to Nov 2021
  6. Sole SightOct 2020 to Nov 2023
  7. ServitasApr 2019 to Oct 2020
  8. StudentNov 2013 to Apr 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Earned Wealth Advisors, LLC

$3.1B
1,875Clients
46Advisers
26 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7577022
108052
Advisor's SEC record
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