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123 William Street 21St Floor, New York, NY 10038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-11 |
Branch Locations
123 William Street 21St Floor, New York, NY 10038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Guardian Trust Company | New York | NY | 09/2015 | 09/2019 |
| Future You Wealth, Llc | New York | NY | 08/2019 | 08/2025 |
| Nerdwallet Wealth Partners | New York | NY | 08/2025 | Present |
Ryan Sterling, Founder and CCO of FYW, receives compensation from the sale of his book, You're Making Other People Rich. The book is marketed at www.ryansterling.com. FYW's advisory clients may purchase a copy of Mr. Sterling's book on the Internet.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-21 |
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