Ryan E. Viktorin
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HOPKINTON, MA
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CRD#: 5608247
Professional summary
Ryan E Viktorin, CFP®, who also goes by Ryan Elizabeth Crowley, Ryan Elizabeth VIktorin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hopkinton, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
I have worked as a Financial Advisor for 14 years and joined Fidelity in 2013. I work with high net worth families in the areas of investment strategies, retirement planning, and tax efficient investing. I maintain an in-depth understanding of the financial markets while working to effectively simplify and communicate complex financial concepts. I truly enjoy developing relationships with my clients and working collaboratively with them to help them achieve peace of mind regarding their wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Elizabeth Crowley | Ryan Elizabeth Viktorin
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 E Viktorin'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
Springfield College
Master of Arts - Education
2008
University of Denver
Bachelors of Arts - Sociology
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 Cochituate Road, Framingham, MA 01701RIA
CRD#: 104555
HOPKINTON, MA
Current
May 31, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 Cochituate Road, Framingham, MA 01701BD
CRD#: 7784
Framingham, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
August 26, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FRAMINGHAM, MA
Past
June 1, 2009 - June 17, 2013
MORGAN STANLEY
RIA
CRD#: 149777
BOSTON, MA
Past
June 1, 2009 - June 17, 2013
MORGAN STANLEY
BD
CRD#: 149777
BOSTON, MA
Past
March 5, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BOSTON, MA
Past
December 22, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BOSTON, MA
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(1/6/2017)
RR
Arizona(3/8/2019)
RR
California(1/2/2015)
RR
Colorado(1/5/2015)
RR
Connecticut(5/31/2013)
RR
Delaware(8/10/2017)
RR
District of Columbia(1/6/2017)
RR
Florida(1/2/2015)
RR
Illinois(3/4/2022)
RR
Louisiana(1/6/2017)
RR
Maine(1/2/2015)
RR
Maryland(2/12/2014)
RR
Massachusetts(5/31/2013)
IAR
Massachusetts(3/31/2025)
RR
Michigan(1/9/2024)
RR
Minnesota(2/3/2023)
RR
Missouri(5/6/2022)
RR
New Hampshire(5/31/2013)
RR
New Jersey(10/8/2021)
RR
New Mexico(4/23/2020)
RR
New York(1/2/2015)
RR
North Carolina(9/11/2014)
RR
Ohio(1/9/2017)
RR
Oregon(1/6/2017)
RR
Pennsylvania(1/5/2015)
RR
Rhode Island(5/31/2013)
RR
South Carolina(3/2/2024)
RR
Texas(2/12/2014)
IAR
Texas(3/31/2025)
RR
Vermont(1/2/2015)
RR
Virginia(9/8/2016)
RR
Washington(4/23/2020)
RR
Wisconsin(11/17/2020)
Exams
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
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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, Financial ConsultantCRD#: 104555Hopkinton, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
