RC
Ryan M. Collier
STRATEGIC ADVISERS LLC
WEST ALLIS, WI
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CRD#: 6839518
RC
Professional summary
Ryan Matthew Collier, who also goes by Ryan Matthew Collier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Allis, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Brookfield, Wisconsin.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ryan has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Matthew Collier
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.
Tutor.com / Finance student tutor / Non-Investment related / West Allis, WI / Start date: 10/27/2016 - 5% of time devoted to this activity / tutor undergraduate and graduate level finance students in an online setting. The tutoring encompasses assignment assistance, project preparation, research reports/industry analysis and exam preparation. I do not tutor during trading hours. Rather, this is an evening and weekend side job to which I dedicate roughly 10 hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Matthew Collier'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16020 W Bluemound Rd Fountain Square Plaza, Brookfield, WI 53005-6009RIA
CRD#: 104555
WEST ALLIS, WI
Current
June 4, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16020 W Bluemound Road Fountain Square Plaza, Brookfield, WI 53005BD
CRD#: 7784
Brookfield, WI
Past
August 7, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOKFIELD, WI
Past
May 16, 2018 - March 11, 2024
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
West Allis, WI
Past
May 16, 2018 - March 11, 2024
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
January 16, 2018 - March 1, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
BROOKFIELD, WI
Past
October 18, 2017 - March 1, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
BROOKFIELD, WI
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
Arizona(6/21/2024)
RR
California(1/3/2025)
RR
Florida(6/21/2024)
RR
Illinois(6/21/2024)
RR
Iowa(11/27/2024)
RR
Michigan(6/21/2024)
RR
New York(1/23/2025)
RR
Texas(8/5/2024)
IAR
Texas(3/31/2025)
RR
Wisconsin(6/21/2024)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/21/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
