RS
Ryan T. Stoller
SJS INVESTMENT SERVICES
Sylvania, OH 43560
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CRD#: 7223811
RS
Professional summary
Ryan Thomas Stoller, who also goes by Ryan Stoller, is a registered financial advisor currently at SJS INVESTMENT SERVICES located in Sylvania, Ohio.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Stoller
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.
1) Ryan Stoller is dually-registered with Gateway Wealth Partners, LLC ("GWP") and LPL Financial, LLC ("LPL"). Ryan Stoller has served as an investment advisor representative for GWP and a registered representative with LPL since 01/2020. Business is conducted from 10406 State Route 118, Van Wert, OH, 45891. Approximately 90% of Ryan Stoller's time is for services as an investment advisor representative and the balance as a registered representative. 2) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 3) 11/3/2021 - Amazon - Not Investment Related - Home Based - Outside/W-2 Employment - Started 11/01/2021 - 15 Hours Per Month/0 Hours During Securities Trading - creating artwork - Uploading artwork to be printed and sold on tshirts.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Thomas Stoller'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
September 9, 2024 - Present
SJS INVESTMENT SERVICES
Office #1: 6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560RIA
CRD#: 107219
Sylvania, OH
Past
October 6, 2022 - February 16, 2023
GATEWAY WEALTH PARTNERS, LLC
RIA
CRD#: 322789
Van Wert, OH
Past
June 26, 2020 - October 25, 2022
ADVISORS' PRIDE INC.
RIA
CRD#: 170669
Van Wert, OH
Past
March 10, 2020 - October 31, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
VAN WERT, OH
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".
SI
SJS INVESTMENT SERVICES
SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES
CRD#: 107219 / SEC#: 801-49585
RIA
Registered Investment Advisory firm - (7/3/1995 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.Highlighted states indicate IAR registrations
IAR
Ohio(9/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SI
SJS INVESTMENT SERVICES
SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES
CRD#: 107219 / SEC#: 801-49585
RIA
Registered Investment Advisory firm - (7/3/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560
Mailing Address
Phone number
(419) 885-2626
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,873 |
| AUM (Assets Under Management) | $ 2,526,310,808 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/13/2025 | ||
| 01/25/2024 |
Red Flags
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Company Information
SJS INVESTMENT SERVICES
CRD#: 107219Sylvania, OH 43560TRUST BUT VERIFY
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