Ryan
Brace

Fisher Investments

CRD#6501368
Investment Advisor
in Tampa, FL

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About this Advisor

Ryan Brace is a financial advisor operating out of Tampa, Florida who has 2 years of industry experience. Brace is on the advisory team at Fisher Investments. Their career trajectory has included roles at Foresters Financial Services, University Of Florida, Mela Artisans, University Of Florida Survey Research Center, Massmutual Life Insurance, Massmutual South Florida/Mml Investor Services, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company and Fisher Investments. Brace maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Fisher Investments is a registered investment firm headquartered in Plano, TX. The company has offices in 14 locations and a total of 3,349 financial advisors. It administers $192 billion in assets under management across its 269,289 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 37 charitable organizations. Of its 269,289 customer accounts, 46% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Fisher Investments offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fees usually depend on the type of financial services offered. Fees billed by Fisher Investments likely consist of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3109 W Dr Martin Luther King Jr Blvd Suite 600
Tampa, FL 33607

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

FL Average: $3,042,739,679
Total Number of Employees

3,349

FL Average: 49
Total Number of Accounts

269,289

FL Average: 2,315
Average Account Size

$714,467

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Ryan Brace Work History

Ryan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fisher Investments

2020 - 2021 (1 year)

Hornor Townsend & Kent LLC

2020 - 2021 (1 year)

Penn Mutual Life Insurance Company

2019 - 2020 (1 year)

Massmutual Life Insurance

2019 - 2020 (1 year)

Massmutual South Florida/Mml Investor Services

2016 - 2016 (< 1 year)

Foresters Financial Services

2016 - 2018 (2 years)

Foresters Financial Services

2014 - 2015 (1 year)

University Of Florida

2014 - 2014 (< 1 year)

Mela Artisans

2014 - 2014 (< 1 year)

University Of Florida

2013 - 2013 (< 1 year)

University Of Florida Survey Research Center

2013 - 2013 (< 1 year)

University Of Florida

2013 - 2013 (< 1 year)

University Of Florida

*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 Brace 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 Fisher Investments

Roma Miller
Plano, TX
Ryan Dippold
Plano, TX
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Brandon Ferree
Camas, WA
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

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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