Ryan Stromsborg (CRD# 4246178) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Culver City, CA and has over 23 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5619105
Ubs Financial Services Inc.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub International | Chicago, IL | Jul 2016 - Current | 7 |
| M Holdings Securities, Inc. | Portland, OR | Aug 2011 - Current | 12 |
| Parq Advisors | Beverly Hills, CA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CA
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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