Ryan K. Huggins
STRATEGIC ADVISERS LLC | Planning Consultant
GREENSBORO, NC
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CRD#: 7002150
Professional summary
Ryan K Huggins, who also goes by Ryan K Huggins, Ryan Huggins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greensboro, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Winston-salem, North Carolina.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ryan has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Biography
I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your unique personal, family and financial needs. Together, we will identify strategies to improve that plan and keep open lines of communication.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan K Huggins | Ryan Huggins
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.
GATE CITY ADVISORS POSITION: Financial Advisor Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2022 ADDRESS: 328 East Market St, Suite 110, Greensboro NC 27401, United States DESCRIPTION: Associate Advisor for all clientsPreparing lead advisor for meetings: building preliminary planning scenarios with our data and client- provided data from eMoney; updating hypos, allocations, and holdings; preparing agenda; briefing prior to meeting to generate advice & then sending meeting prep to lead advisorWrap-up after client meetings: Assist with completing final planning scenarios; updating hypos with changes made (if necessary); drafting planning memos; updating financial data and post-meeting changes in CRM; updating client progress spreadsheet; debriefing with lead advisor so e-mail can be sent to clients for follow-up, as neededHandling incoming and outgoing client phone calls relating to financial planning action items. Participate in client meetings with advisors, as neededAttend advisor planning strategy meeting.Attend various conferences and workshops, as neededAttend all team meetings & retreats, including the annual planning summit
CRS (Client Relationship Summary) - RIA
Click below to view Ryan K Huggins'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®
NoneEducation
The Citadel Military College
Bachelor of Business Administration - Business Administration
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 380 Knollwood St Suite 740, Winston-salem, NC 27103-1840RIA
CRD#: 104555
GREENSBORO, NC
Current
August 16, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 380 Knollwood Street Suite 740, Winston-salem, NC 27103BD
CRD#: 7784
Winston-salem, NC
Past
August 22, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WINSTON-SALEM, NC
Past
January 20, 2022 - July 8, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Greensboro, NC
Past
January 20, 2022 - July 8, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Greensboro, NC
Past
March 12, 2019 - June 3, 2021
MORGAN STANLEY
RIA
CRD#: 149777
GREENSBORO, NC
Past
January 3, 2019 - June 3, 2021
MORGAN STANLEY
BD
CRD#: 149777
GREENSBORO, NC
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(9/22/2022)
RR
California(9/22/2022)
RR
Colorado(9/22/2022)
RR
Connecticut(9/22/2022)
RR
Delaware(9/15/2022)
RR
Florida(9/22/2022)
RR
Georgia(9/22/2022)
RR
Hawaii(10/8/2025)
RR
Illinois(9/22/2022)
RR
Indiana(9/22/2022)
RR
Kentucky(1/4/2025)
RR
Maryland(9/22/2022)
RR
Massachusetts(9/22/2022)
RR
Michigan(9/22/2022)
RR
Minnesota(1/4/2025)
RR
Mississippi(1/4/2025)
RR
Missouri(9/22/2022)
RR
Montana(9/22/2022)
RR
Nebraska(1/5/2024)
RR
Nevada(1/4/2025)
RR
New York(9/22/2022)
RR
North Carolina(8/16/2022)
IAR
North Carolina(3/31/2025)
RR
Ohio(9/23/2022)
RR
Oklahoma(9/22/2022)
RR
Oregon(9/22/2022)
RR
Pennsylvania(9/22/2022)
RR
South Carolina(9/22/2022)
RR
Tennessee(9/22/2022)
RR
Texas(9/22/2022)
IAR
Texas(3/31/2025)
RR
Virginia(9/22/2022)
RR
Washington(9/22/2022)
RR
West Virginia(9/22/2022)
RR
Wisconsin(9/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/3/2019
General Securities Representative ExaminationGeneral 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
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.
