Ryan M. Gardner
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NORTH CALDWELL, NJ
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CRD#: 5720993
Professional summary
Ryan Marc Gardner, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in North Caldwell, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Ryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
My passion is helping individuals and families work toward their financial goals, allowing them to enjoy life on their own terms. In my practice I strive to take a holistic approach to assist with wealth accumulation, income planning, asset allocation, retirement planning, investment planning and a broad range of financial planning topics.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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 Marc Gardner'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®
CFP®
Start date: 2017
Education
University of Maryland
Bachelor of Science (BS) - Criminology and Criminal Justice
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1356 Third Avenue, New York, NY 10075RIA
CRD#: 104555
NORTH CALDWELL, NJ
Current
October 18, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1356 Third Avenue, New York, NY 10075BD
CRD#: 7784
New York, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NORTH CALDWELL, NJ
Past
November 5, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
December 14, 2009 - October 9, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
NEW YORK, NY
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
California(10/25/2013)
RR
Colorado(11/13/2024)
RR
Connecticut(10/18/2013)
RR
Delaware(3/1/2018)
RR
District of Columbia(1/9/2026)
RR
Florida(10/18/2013)
RR
Georgia(10/19/2015)
RR
Hawaii(2/2/2026)
RR
Idaho(11/25/2025)
RR
Illinois(10/19/2015)
RR
Indiana(3/31/2025)
RR
Kentucky(11/25/2025)
RR
Louisiana(11/13/2024)
RR
Maine(11/19/2024)
RR
Maryland(11/20/2023)
RR
Massachusetts(11/1/2013)
RR
Michigan(10/14/2024)
RR
Minnesota(3/18/2021)
RR
Montana(9/23/2025)
RR
New Hampshire(11/18/2024)
RR
New Jersey(10/18/2013)
IAR
New Jersey(3/31/2025)
RR
New York(10/18/2013)
IAR
New York(3/31/2025)
RR
North Carolina(4/23/2020)
RR
Ohio(1/9/2018)
RR
Oregon(9/24/2019)
RR
Pennsylvania(10/18/2013)
RR
Rhode Island(2/21/2023)
RR
South Carolina(1/8/2018)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Vermont(1/31/2024)
RR
Virginia(5/15/2015)
RR
Wisconsin(1/8/2026)
RR
Wyoming(11/19/2024)
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)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
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#: 104555North Caldwell, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
