Ryan
Lefler
Homrich Berg
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About this Advisor
Ryan Lefler is a financial advisor who works in Palm Beach Gardens, Florida with 1 year of industry experience. Lefler is on the advisory team at Homrich Berg. Their career trajectory has included roles at Morgan Stanley, Hertz Corporation, Templeton Solutions, Gwn Securities, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Boynton Financial Group, Inc, Kuey Group LLC and Hb Wealth Management, LLC. Lefler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Homrich Berg is a company that has its headquarters in Atlanta, GA. The investment advisory business has offices in four locations and a total of 171 people on staff. It handles $13 billion in total assets among its 15,429 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 89 charities and foundations. Of its 15,429 accounts, 59% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on which services are offered. Fees charged by Homrich Berg likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Homrich Berg Brokerage Details
$12,528,313,663
171
15,429
$811,998
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
Ryan Lefler Work History
Ryan has been registered as a financial advisor for 1 years.*
Hb Wealth Management, LLC
Gwn Securities, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Boynton Financial Group, Inc
Kuey Group LLC
Templeton Solutions
Morgan Stanley
Hertz Corporation
*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 Lefler 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 Homrich Berg
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Alpharetta, GA
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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