Ryan Bridge
STRATEGIC ADVISERS | Investor Center Planning Consultant
SAINT PETERSBURG, FL
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CRD#: 5184813
Professional summary
Ryan Bridge, CIMA®, who also goes by Ryan Scott Bridge, Ryan Bridge, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saint Petersburg, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Ryan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Planning Consultant, I partner with clients to ensure that their financial plans are customized to work towards their personal needs. Together, we will build a plan, identify strategies to align with their plan, and build a strong relationship for ongoing guidance that can either maintain their existing plan or evolve it as their needs change. I have a passion for helping people and I look forward to working with you towards your goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Scott Bridge | Ryan Bridge
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 Bridge'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 North Florida
Marketing - Business
2006
University of North Florida
Bachelor of Management - Business
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
SAINT PETERSBURG, FL
Current
August 26, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402BD
CRD#: 7784
TAMPA, FL
Past
October 6, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAINT PETERSBURG, FL
Past
January 20, 2021 - May 12, 2021
WAYPOINT DIRECT INVESTMENTS, LLC
BD
CRD#: 132475
STAMFORD, CT
Past
July 20, 2020 - October 12, 2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.
BD
CRD#: 13594
ST. PETERSBURG, FL
Past
October 3, 2007 - October 8, 2020
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
ST. PETERSBURG, FL
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(8/26/2021)
RR
Alaska(3/11/2024)
RR
Arizona(3/11/2024)
RR
Arkansas(8/26/2021)
RR
California(8/26/2021)
RR
Colorado(8/26/2021)
RR
Connecticut(3/11/2024)
RR
Delaware(3/11/2024)
RR
District of Columbia(3/11/2024)
RR
Florida(8/26/2021)
IAR
Florida(3/31/2025)
RR
Georgia(8/26/2021)
RR
Hawaii(3/11/2024)
RR
Idaho(3/11/2024)
RR
Illinois(8/26/2021)
RR
Indiana(8/26/2021)
RR
Iowa(3/11/2024)
RR
Kansas(3/11/2024)
RR
Kentucky(8/26/2021)
RR
Louisiana(8/26/2021)
RR
Maine(3/11/2024)
RR
Maryland(8/26/2021)
RR
Massachusetts(8/26/2021)
RR
Michigan(8/26/2021)
RR
Minnesota(8/26/2021)
RR
Mississippi(3/11/2024)
RR
Missouri(3/11/2024)
RR
Montana(3/11/2024)
RR
Nebraska(8/26/2021)
RR
Nevada(3/11/2024)
RR
New Hampshire(3/11/2024)
RR
New Jersey(8/26/2021)
RR
New Mexico(8/26/2021)
RR
New York(8/26/2021)
RR
North Carolina(8/26/2021)
RR
North Dakota(3/11/2024)
RR
Ohio(8/26/2021)
RR
Oklahoma(3/11/2024)
RR
Oregon(8/26/2021)
RR
Pennsylvania(8/26/2021)
RR
Puerto Rico(3/11/2024)
RR
Rhode Island(3/11/2024)
RR
South Carolina(8/26/2021)
RR
South Dakota(3/11/2024)
RR
Tennessee(8/26/2021)
RR
Texas(8/26/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/11/2024)
RR
Vermont(3/11/2024)
RR
Virginia(8/26/2021)
RR
Washington(8/26/2021)
RR
West Virginia(8/26/2021)
RR
Wisconsin(3/11/2024)
RR
Wyoming(3/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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)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
Investor Center Planning ConsultantCRD#: 104555Saint Petersburg, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
