Ryan Kyle Ealy

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 12/2019
  Securian Financial Services Inc
  St Paul, MN
• 07/2015 → 12/2019
  Minnesota Life Insurance Co
  St Paul, MN
• 07/2015 → 12/2019
  Shoemaker Financial
  Germantown, TN
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Germantown, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-03-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Germantown, TN
• 2015-11-30 → 2020-01-08
  Securian Financial Services, Inc.
  Germantown, TN

Other Businesses

OBA-108300|OrgNmn:BoardMastery RX LLC|Org Addr:Cordova,Tennessee,US|OBA Nature:Providing study courses for Ph|Invst Rel:N|Title:Partner|Duties:50% owner, passive investor with my wife as the active owner and educator. |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2015-11-19