Ryan P. Vandenberg
Professional summary
Ryan P Vandenberg, CFP®, who also goes by Ryan Patrick Vandenberg, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Lauderdale, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ft. Lauderdale, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Ryan has worked at 10 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan P Vandenberg's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Education
University of Wisconsin Colleges
Master of Business Administration (MBA) - Business
University of Wisconsin Milwaukee
Bachelor of Business Administration - Marketing
2002
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122July 10, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 450 N. Federal Highway Suite 200 / 300, Ft. Lauderdale, FL 33301July 25, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 28, 2018 - June 29, 2018
TD AMERITRADE, INC.
February 26, 2018 - June 29, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - June 29, 2018
TD AMERITRADE, INC.
May 19, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
April 20, 2017 - February 26, 2018
SCOTTRADE, INC.
October 15, 2014 - March 30, 2017
STRATEGIC ADVISERS LLC
October 9, 2014 - March 30, 2017
FIDELITY BROKERAGE SERVICES LLC
November 29, 2012 - October 3, 2014
CHARLES SCHWAB & CO., INC.
November 26, 2012 - October 3, 2014
CHARLES SCHWAB & CO., INC.
June 27, 2011 - September 28, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 21, 2011 - September 28, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 10, 2010 - June 1, 2011
CHARLES SCHWAB & CO., INC.
October 23, 1998 - July 16, 1999
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/19/2024)
(9/14/2021)
(3/10/2020)
(9/30/2019)
(9/13/2021)
(3/25/2023)
(7/11/2018)
(3/31/2025)
(7/11/2018)
(8/7/2023)
(7/11/2018)
(3/4/2022)
(9/27/2021)
(7/10/2024)
(9/18/2020)
(8/8/2020)
(1/4/2025)
(4/9/2025)
(6/4/2021)
(7/13/2018)
(7/12/2018)
(7/17/2018)
(7/10/2018)
(9/20/2023)
(10/8/2021)
(7/27/2018)
(7/19/2024)
(7/12/2018)
(4/23/2020)
(3/31/2025)
(6/4/2021)
(11/17/2020)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Fort Lauderdale, FLTRUST BUT VERIFY
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