Ryan
Terry

Sagespring Wealth Partners

CRD#6351741
Investment Advisor
in Brentwood, TN

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About this Advisor

Ryan Terry is a financial advisor based in Brentwood, Tennessee, working with Sagespring Wealth Partners. Ryan has previously held positions at He Athletics, Raymond James Financial Services Inc, Raymond James Financial Services Advisors Inc, Southwestern Investment Group, Ryan Terry Wealth Team, Southwestern Investment Advisory Services, and Sage Spring Wealth Partners. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Ryan is part of Sagespring Wealth Partners, which operates out of Brentwood, Tennessee. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr Ste 405
Brentwood, TN 37027

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

TN Average: $730,596,643
Total Number of Employees

173

TN Average: 15
Total Number of Accounts

28,921

TN Average: 968
Average Account Size

$190,272

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Ryan Terry Work History

2022 - Present (2 years)

Sage Spring Wealth Partners

2016 - Present (8 years)

Ryan Terry Wealth Team

2014 - Present (10 years)

Raymond James Financial Services Inc

2017 - 2023 (6 years)

Southwestern Investment Advisory Services

2016 - 2023 (7 years)

Southwestern Investment Group

2015 - 2017 (2 years)

Raymond James Financial Services Advisors Inc

2012 - 2014 (2 years)

He Athletics

Disclosures

Please visit the SEC profile of Ryan Terry 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 Sagespring Wealth Partners

Garrett Smith
Franklin, TN
James Ridley
Franklin, TN
Melissa Evans
Franklin, TN
Hannah Patterson
Franklin, TN
Hannah Colbert
Columbia, TN
Jason Plunkett
Franklin, TN
Luke Powers
Knoxville, TN
Yancey Wade
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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