Ip Financial Advisory Services LLC

Investment Advisor
in Dagsboro, DE

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About this Advisor

Ryan Filiaggi is a financial advisor who works out of Dagsboro, Delaware who has 3 years of industry experience. Filiaggi is an employee of Ip Financial Advisory Services LLC. Throughout their career, Filiaggi has worked at Sovereign Bank, Santander Securities, LLC, Citizens Bank, Citizens Securities, Inc, Citizens Securities Inc, Newbridge Securities Corporation, Innovation Partners LLC and Ip Financial Advisory Services LLC. Filiaggi holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Delaware, Maryland, New Jersey, Pennsylvania and Virginia. Ip Financial Advisory Services LLC is a financial advisory company that has its headquarters in Charlotte, NC. It has offices in 28 locations and a total of 92 employees. It controls $251 million in assets under management between its 2,025 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Ip Financial Advisory Services LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees largely depend on the type of financial services offered. However, fees billed by Ip Financial Advisory Services LLC likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Dagsboro, DE

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Ip Financial Advisory Services LLC Brokerage Details

Total Assets Under Management


DE Average: $3,625,019,099
Total Number of Employees


DE Average: 22
Total Number of Accounts


DE Average: 1,917
Average Account Size


DE Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ryan Filiaggi Work History

Ryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Innovation Partners LLC

2020 - Present (4 years)

Ip Financial Advisory Services LLC

2018 - 2020 (2 years)

Newbridge Securities Corporation

2017 - 2018 (1 year)

Citizens Securities Inc

2017 - 2018 (1 year)

Citizens Bank

2015 - 2017 (2 years)

Citizens Bank

2015 - 2017 (2 years)

Citizens Securities, Inc

2012 - 2015 (3 years)

Sovereign Bank

2012 - 2015 (3 years)

Santander Securities, 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.


Please visit the SEC profile of Ryan Filiaggi 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 Ip Financial Advisory Services LLC

Guillermo Nodarse
Charlotte, NC
Deborah Grodecki
Charlotte, NC
Aaron Berman
Miami, FL
James Lamb
Charlotte, NC
Daniel Beech
Charlotte, NC
Yingqi Linghu
Irvine, CA
Jeri Glazer
Charlotte, NC
Earl Mccrary
Daytona Beach, FL

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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