Ryan Carey
STRATEGIC ADVISERS LLC | Financial Consultant
MINOOKA, IL
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CRD#: 5151889
Professional summary
Ryan Carey, who also goes by Ryan T Carey, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Minooka, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Orland Park, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ryan has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I've been in the financial services industry for 15 years. I utilize a 3 step-process. The first step is to determine where my clients are at financially, where they would like to go and what's important to them. We then work together to create a plan to help them reach their various goals using suitable methods and strategies. The final step is to implement the plan and ensure, on an ongoing basis, that they're on the right track to reach their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan T Carey
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Carey'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®
NoneEducation
Illinois State University
Bachelor of Arts (BA) - Finance
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15105 S. Lagrange Road, Orland Park, IL 60462-3708RIA
CRD#: 104555
MINOOKA, IL
Current
April 29, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15105 S. Lagrange Road, Orland Park, IL 60462BD
CRD#: 7784
Orland Park, IL
Past
May 4, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ORLAND PARK, IL
Past
April 4, 2018 - April 26, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROLLING MEADOWS, IL
Past
April 4, 2018 - April 26, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROLLING MEADOWS, IL
Past
July 20, 2016 - May 9, 2018
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Channahon, IL
Past
July 19, 2016 - April 2, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
CHANNAHON, IL
Past
November 26, 2014 - July 19, 2016
WORLD EQUITY GROUP, INC.
RIA
CRD#: 29087
Channahon, IL
Past
November 26, 2014 - July 19, 2016
WORLD EQUITY GROUP, INC.
BD
CRD#: 29087
Channahon, IL
Past
August 23, 2010 - December 8, 2014
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
CHANNAHON, IL
Past
June 15, 2006 - December 8, 2014
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
CHANNAHON, IL
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
Colorado(9/29/2023)
RR
Florida(5/4/2021)
RR
Illinois(4/29/2021)
IAR
Illinois(3/31/2025)
RR
Indiana(5/4/2021)
RR
Maine(7/21/2023)
RR
Michigan(1/5/2024)
RR
Missouri(5/4/2021)
RR
North Carolina(5/22/2023)
RR
Oklahoma(7/8/2025)
RR
South Carolina(7/8/2025)
RR
Tennessee(7/19/2024)
RR
Texas(5/4/2021)
IAR
Texas(3/31/2025)
RR
Virginia(7/8/2025)
RR
Wisconsin(5/4/2021)
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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Financial ConsultantCRD#: 104555Minooka, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
