Planmember Securities Corporation

Investment Advisor
in Farmingville, NY

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About this Advisor

Ryan Herits is a financial advisor working out of Farmingville, New York, with a total of 2 years of industry experience. Herits is an employee of Planmember Securities Corporation. During their career, Herits has held roles at The Prudential Insurance Company Of America, Pruco Securities, LLC, Low 2 High Lax LLC, Quontic Bank, Vanderbilt Securities, LLC, Rhyno Consulting LLC, Bespoke Wealth Management, Nyc Surgical Associates, Planmember Securities Corporation, Mutual Inc, Vital Planning Services, LLC, Mml Investors Services and Mass Mutual Life Insurance Company. Herits has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New York. Planmember Securities Corporation is a firm that has its headquarters in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 people on staff. It oversees $8 billion in assets under management across its 67,968 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 14 charitable organizations. Of its 67,968 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm has 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, educational seminars and other services. Fees charged by financial advisors largely are based on the type of services. Fee types charged by Planmember Securities Corporation likely include any blend of asset-based, hourly, fixed and commission-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 businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2410 North Ocean Avenue, Suite 401
Farmingville, NY 11738

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management


NY Average: $7,578,581,321
Total Number of Employees


NY Average: 43
Total Number of Accounts


NY Average: 3,727
Average Account Size


NY Average: $2,033,427

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
  • Educational seminars/workshops
  • Other

Ryan Herits Work History

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

2019 - Present (4 years)

Planmember Securities Corporation

2019 - Present (4 years)

Mutual Inc

2018 - Present (5 years)

Vital Planning Services ,LLC

2016 - Present (7 years)

Bespoke Wealth Management

2014 - Present (9 years)

Rhyno Consulting LLC

2014 - Present (9 years)

Nyc Surgical Associates

2016 - 2019 (3 years)

Vanderbilt Securities, LLC

2016 - 2016 (< 1 year)

Mml Investors Services

2015 - 2016 (1 year)

Quontic Bank

2015 - 2016 (1 year)

Mass Mutual Life Insurance Company

2013 - 2016 (3 years)

Low 2 High Lax LLC

2012 - 2015 (3 years)

The Prudential Insurance Company Of America

2012 - 2015 (3 years)

Pruco 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 Herits 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 Planmember Securities Corporation

Salleh Beitollahi
Agoura Hills, CA
Benjamin Parker
Carpinteria, CA
Michael George
Carpinteria, CA
John Italiano
Irvington, NY
Lauren Thomas
Horseshoe Bay, TX
Keeley Atterbury
Carlsbad, CA
Jeffrey Lovegren
Carpinteria, CA
Texanna Stallwitz
Carpinteria, CA

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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