Ryan P. Finnerty
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
MARIETTA, GA
Some features on this profile are disabled
CRD#: 5817859
Professional summary
Ryan P. Finnerty, CFP®, who also goes by Ryan Patrick Finnerty, Ryan Finnerty, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marietta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My goal as an advisor with my clients is to create plans that address their particular goals in a way that is comfortable for them so we can build a long lasting relationship. I believe the most important aspect of an advisor client relationship is that proper expectations are set so both the client and myself can be held accountable. I enjoy getting to know my clients on a personal level as they are allowing me to assist in some of the biggest decisions in their lives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Patrick Finnerty | Ryan Finnerty
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 P. Finnerty'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
Bachelor of Business Administration - Marketing
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
MARIETTA, GA
Current
September 14, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARIETTA, GA
Past
June 22, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
January 14, 2011 - June 22, 2012
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WEXFORD, PA
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(9/14/2018)
RR
Arizona(9/18/2020)
RR
California(1/5/2016)
RR
Colorado(10/14/2019)
RR
District of Columbia(10/14/2019)
RR
Florida(9/14/2010)
RR
Georgia(1/5/2016)
IAR
Georgia(3/31/2025)
RR
Illinois(9/29/2023)
RR
Indiana(10/14/2019)
RR
Iowa(9/9/2025)
RR
Maine(7/29/2020)
RR
Maryland(1/4/2019)
RR
Massachusetts(1/4/2019)
RR
Michigan(5/27/2025)
RR
Minnesota(1/5/2016)
RR
Missouri(6/4/2021)
RR
New Jersey(10/4/2012)
RR
New York(9/24/2010)
RR
North Carolina(9/17/2018)
RR
Ohio(4/14/2024)
RR
Pennsylvania(9/24/2010)
RR
South Carolina(1/5/2016)
RR
Tennessee(9/14/2018)
RR
Texas(7/25/2014)
IAR
Texas(3/31/2025)
RR
Washington(2/14/2020)
RR
Wisconsin(3/25/2023)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 104555Marietta, GATRUST BUT VERIFY
Monitor Ryan Finnerty
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
