Charles P. Ryan
STRATEGIC ADVISERS LLC | Investment Solutions Representative III
FRISCO, TX
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CRD#: 7286491
Professional summary
Charles Pinckney Ryan, who also goes by Charles Pinckney Ryan IV, Charles Ryan, Cp Ryan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Frisco, Texas and FIDELITY BROKERAGE SERVICES LLC located in Plano, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Charles has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Biography
As your Investment Consultant, I will partner with you to understand your short and long-term goals and help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Pinckney Ryan Iv | Charles Ryan | Cp Ryan
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 Charles Pinckney Ryan'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
Florida State College at Jacksonville
Business Administration and Management - Business
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5905 Legacy Dr Suite A100, Plano, TX 75024-4118RIA
CRD#: 104555
FRISCO, TX
Current
December 9, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5905 Legacy Drive Suite A100, Plano, TX 75024BD
CRD#: 7784
Plano, TX
Past
April 15, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
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
Arkansas(1/13/2021)
RR
California(1/13/2021)
RR
Colorado(1/9/2024)
RR
Florida(12/9/2020)
IAR
Florida(3/31/2025)
RR
Georgia(1/13/2021)
RR
Indiana(1/31/2024)
RR
Louisiana(1/13/2021)
RR
New Mexico(1/13/2021)
RR
North Carolina(1/9/2024)
RR
North Dakota(3/21/2025)
RR
Oklahoma(1/13/2021)
RR
South Carolina(3/7/2025)
RR
Tennessee(4/11/2024)
RR
Texas(1/13/2021)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2020
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
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Company Information
STRATEGIC ADVISERS LLC
Investment Solutions Representative IIICRD#: 104555Frisco, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
