Ryan
Furlong

Facet

CRD#6794918
Investment Advisor
in Denver, CO

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About this Advisor

Ryan Furlong is a certified financial planner operating out of Denver, Colorado with 1 year of industry experience. Furlong is an advisor for Facet. During their career, Furlong has held roles at Buckingham Asset Management, LLC, Krilogy Financial, Labrunerie Financial, Bam Advisor Services, LLC, Cleaning Professionals LLC, Rfg Advisory, LLC Dba The Worley Banks Group, Buckingham Wealth Management, The Worley Banks Group, Facet Wealth, Brooklyn Fi, LLC and Facet Wealth, Inc. Furlong maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Colorado and Texas. Facet is a financial advisory business that has its headquarters in Baltimore, MD. It has $2 billion in total assets across its 18,571 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 18,571 customer accounts, just 7% belong to high-net-worth individuals who have more than $1 million in assets. Facet provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on the services. Fee types charged by Facet typically consist of fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Denver, CO

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

CO Average: $6,889,882,315
Total Number of Employees

275

CO Average: 45
Total Number of Accounts

18,571

CO Average: 765
Average Account Size

$89,103

CO Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ryan Furlong Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Facet Wealth, Inc

2022 - 2022 (< 1 year)

Brooklyn Fi, LLC

2021 - 2022 (1 year)

Facet Wealth

2020 - 2021 (1 year)

Rfg Advisory, LLC Dba The Worley Banks Group

2020 - 2020 (< 1 year)

The Worley Banks Group

2017 - 2020 (3 years)

Buckingham Asset Management, LLC

2014 - 2016 (2 years)

Bam Advisor Services, LLC

2013 - 2013 (< 1 year)

Krilogy Financial

2013 - 2014 (1 year)

Labrunerie Financial

2013 - 2020 (7 years)

Buckingham Wealth Management

2011 - 2013 (2 years)

Cleaning Professionals 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 Ryan Furlong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Matthew Mccoy
Rock Hill, SC
Madeline Mcivor
Baltimore, MD
Alex Mcdonald
Wrightsville Beach, NC
Patrick Daniels
Baltimore, MD
Carlos Ruiz
Baltimore, MD
Brian Turner
Enterprise, UT
Christopher Kadowaki
Lafayette, CO
Patrick Elliott
Baltimore, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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