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Ryan Joseph Allessio

Assetmark, Inc.

Chicago, IL

Concord, CA

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Current Employers
Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-01-23
  • IL RA
    APPROVED
    Since 2023-01-23

Branch Locations

200 W Madison Street Suite 2200, Chicago, IL 60606 • United States

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Financial Group Springfield MA 07/2009 05/2017
Beaumont Financial Partners Llc Needham MA 05/2017 12/2019
Beaumont Capital Management Llc Needham MA 01/2020 09/2020
Tandem Wealth Advisors Llc Phoenix AZ 12/2020 06/2021
Tandem Wealth Advisors Llc Phoenix AZ 10/2020 12/2020
Brinker Capital Securities Berwyn PA 11/2021 11/2022
Orion Portfolio Solutions Omaha NE 11/2021 11/2022
Unemployed Newton MA 07/2021 10/2021
Assetmark Brokerage, Llc Chicago IL 11/2022 Present
Assetmark Financial Holdings, Inc. Chicago IL 11/2022 Present
  • 07/2009 → 05/2017
    Massmutual Financial Group
    Springfield, MA
  • 05/2017 → 12/2019
    Beaumont Financial Partners Llc
    Needham, MA
  • 01/2020 → 09/2020
    Beaumont Capital Management Llc
    Needham, MA
  • 12/2020 → 06/2021
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 10/2020 → 12/2020
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 11/2021 → 11/2022
    Brinker Capital Securities
    Berwyn, PA
  • 11/2021 → 11/2022
    Orion Portfolio Solutions
    Omaha, NE
  • 07/2021 → 10/2021
    Unemployed
    Newton, MA
  • 11/2022 → Present
    Assetmark Brokerage, Llc
    Chicago, IL
  • 11/2022 → Present
    Assetmark Financial Holdings, Inc.
    Chicago, IL
Previous Registrations
  • 2022-03-08 → 2022-09-01
    Orion Portfolio Solutions, Llc
    Newton, MA
    Omaha, NE
  • 2020-12-15 → 2021-06-30
    Tandem Wealth Advisors
    Newton, MA
    Phoenix, AZ
  • 2020-01-23 → 2020-08-24
    Algorithmic Investment Models
    Boston, MA
  • 2017-11-14 → 2019-12-31
    Beaumont Financial Partners Llc
    Needham, MA
Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2022 - 160 HRS / MONTHLY, NATIONAL CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-09
S65 Uniform Investment Adviser Law Examination 2017-11-14
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2017-11-14
Other Names
  • Ryan Allessio
  • Ryan Joseph Allessio
  • Ryan J Allessio

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

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PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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