Thomas
Ryan
Assetmark, Inc
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About this Advisor
Thomas Ryan is a financial advisor working in Concord, California with a total of 1 year of industry experience. Ryan is an employee of Assetmark, Inc. The advisor has gained experience at Allstate Insurance Company, Next Financial Group, Inc, Jcmk Associates, LLC, Cuso Financial Services, L.P, Cadaret, Grant & Co., Inc, Fidelity Investments, Self, Assetmark Financial Holdings, Inc and Assetmark Brokerage, LLC. Ryan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Assetmark, Inc is a financial advisory company operating out of Concord, CA. It has offices in four locations and a total of 752 financial advisors. It manages $55 billion in assets under management among its 344,691 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 1,151 charitable organizations. Of its 344,691 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are offered. However, fees charged by Assetmark, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$55,215,464,971
752
344,691
$160,188
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Thomas Ryan Work History
Thomas has been registered as a financial advisor for 1 years.*
Assetmark Financial Holdings, Inc
Assetmark Brokerage, LLC
Fidelity Investments
Self
Cuso Financial Services, L.P
Cadaret, Grant & Co., Inc
Next Financial Group, Inc
Allstate Insurance Company
Jcmk Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Concord, CA
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Plymouth, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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