Ryan M. Prestimonico
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
MOSCOW, ID
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CRD#: 4218999
Professional summary
Ryan Michael Prestimonico, CFP®, who also goes by Ryan Michael Prestimonico I, Ryan Michael Prestimonico, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Moscow, Idaho and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Ryan has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My process, my business beliefs, and my values are all centered on helping clients become better investors to work towards their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Michael Prestimonico I | Ryan Michael Prestimonico
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-107693|OrgNmn:Cooley Middle School|Org Addr:Roseville,California,US|OBA Nature:Public Middle School|Invst Rel:N|Title:Head Flag Football Coach|Duties:Coach practice in the afternoons and games twice per week in the evenings|StrtDt:03-26-24|TotHrs/mon:32|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Prestimonico's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Idaho
Master of Science (MS) - Sport Management
2000
University of Idaho
Bachelor of Science (BS) - Education - History
1999
University of Idaho
Bachelor of General Studies - General Studies
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Idaho Other, Lewiston, ID 83501RIA
CRD#: 104555
MOSCOW, ID
Current
May 16, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 279 West South Temple, Salt Lake City, UT 84104BD
CRD#: 7784
Salt Lake City, UT
Past
July 31, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FOLSOM, CA
Past
March 17, 2003 - May 28, 2018
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
SACRAMENTO, CA
Past
March 17, 2003 - May 28, 2018
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
SACRAMENTO, CA
Past
December 6, 2002 - March 10, 2003
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SACRAMENTO, CA
Past
October 25, 2002 - March 10, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
August 22, 2000 - October 29, 2002
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/6/2024)
RR
Alaska(1/6/2024)
RR
Arizona(1/4/2019)
RR
Arkansas(3/25/2023)
RR
California(5/16/2018)
RR
Colorado(9/29/2020)
RR
Connecticut(1/6/2024)
RR
Delaware(1/6/2024)
RR
District of Columbia(1/6/2024)
RR
Florida(5/6/2022)
RR
Georgia(4/9/2021)
RR
Hawaii(10/8/2021)
RR
Idaho(11/30/2018)
IAR
Idaho(7/3/2025)
RR
Illinois(8/6/2020)
RR
Indiana(1/6/2024)
RR
Iowa(4/23/2020)
RR
Kansas(1/6/2024)
RR
Kentucky(4/9/2021)
RR
Louisiana(4/23/2020)
RR
Maine(8/6/2020)
RR
Maryland(8/10/2022)
RR
Massachusetts(1/6/2024)
RR
Michigan(8/6/2020)
RR
Minnesota(9/18/2020)
RR
Mississippi(1/6/2024)
RR
Missouri(1/6/2024)
RR
Montana(1/6/2024)
RR
Nebraska(1/6/2024)
RR
Nevada(5/16/2018)
RR
New Hampshire(1/6/2024)
RR
New Jersey(4/23/2020)
RR
New Mexico(4/23/2020)
RR
New York(10/8/2021)
RR
North Carolina(1/4/2019)
RR
North Dakota(1/6/2024)
RR
Ohio(1/6/2024)
RR
Oklahoma(10/10/2022)
RR
Oregon(5/16/2018)
RR
Pennsylvania(11/30/2018)
RR
Rhode Island(1/6/2024)
RR
South Carolina(1/6/2024)
RR
South Dakota(5/6/2022)
RR
Tennessee(4/23/2020)
RR
Texas(8/6/2020)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Vermont(1/6/2024)
RR
Virginia(4/23/2020)
RR
Washington(1/4/2019)
RR
West Virginia(1/6/2024)
RR
Wisconsin(1/6/2024)
RR
Wyoming(1/26/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Moscow, IDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
