Ryan Joseph Felice
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedOct 2024 to Oct 2025
- Bill Few Associates, Inc.Aug 2023 to Oct 2024
- The Pennsylvania State UniversityAug 2022 to Aug 2023
- Bill Few Associates, Inc.Jun 2022 to Aug 2022
- UnemployedMay 2022 to Jun 2022
- The Pennsylvania State UniversityAug 2021 to May 2022
- Wesbanco, Inc.May 2021 to Aug 2021
- The Pennsylvania State UniversityAug 2020 to May 2021
- Wesbanco, Inc.May 2020 to Aug 2020
- The Pennsylvania State UniversityAug 2019 to May 2020
- Dean Honda, Inc.May 2019 to Aug 2019
- Thomas Jefferson High SchoolJun 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7808541
- Firm CRD
- 104555