Planmember Securities Corporation
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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
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Planmember Securities Corporation Brokerage Details
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
Ryan Herits Work History
Ryan has been registered as a financial advisor for 2 years.*
Planmember Securities Corporation
Vital Planning Services ,LLC
Bespoke Wealth Management
Rhyno Consulting LLC
Nyc Surgical Associates
Vanderbilt Securities, LLC
Mml Investors Services
Mass Mutual Life Insurance Company
Low 2 High Lax LLC
The Prudential Insurance Company Of America
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
Agoura Hills, CA
Horseshoe Bay, 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 email@example.com.
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