Ryan
Flurie
Vanguard Advisers, Inc
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About this Advisor
Ryan Flurie is a certified financial planner operating out of Malvern, Pennsylvania, with a total of 7 years of relevant experience. Flurie is an employee of Vanguard Advisers, Inc. During their career, the advisor has held roles at Liberty Payroll & Employment Services, Taxes Its Your Money.Com, LLC, Benefit Administration For The Self Employed, LLC, Wfg Investments, Inc, Wfg Advisors LLC, Mallard Financial Partners Inc and The Vanguard Group, Inc. Flurie has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Vanguard Advisers, Inc is an advisory business based out of Malvern, PA. It has offices in 2,124 locations and a total of 2,124 people on staff. It handles $299 billion in assets between its 634,470 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 958 charitable organizations. Of its 634,470 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in investable assets. Vanguard Advisers, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically are based on the type of services provided. Fee types charged by Vanguard Advisers, Inc likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ryan Flurie Work History
Ryan has been registered as a financial advisor for 7 years.*
The Vanguard Group, Inc
Mallard Financial Partners Inc
Benefit Administration For The Self Employed, LLC
Wfg Investments, Inc
Wfg Advisors LLC
Liberty Payroll & Employment Services
Taxes Its Your Money.Com, 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.
Disclosures
Please visit the SEC profile of Ryan Flurie 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 Vanguard Advisers, Inc
Charlotte, NC
Scottsdale, AZ
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
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.
