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Ryan Paul Rocuant

Mutual Trust Advisory Group

Estero, FL

CRD 7358915

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Employer firm

Mutual Trust Advisory Group CRD 277060

$166M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mutual Trust Advisory Group

23190 Fashion Drive Suite P203, Estero, FL 33928 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-04-05
  • FL RA
    APPROVED
    Since 2021-04-05

Branch Locations

23190 Fashion Drive Suite P203, Estero, FL 33928 • 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
Mutual Trust Advisory Group Estero FL 02/2021 03/2021
Katherine L Nash Insurance Agency, Inc. Punta Gorda FL 07/2020 02/2021
Domino's Pizza Estero FL 03/2020 06/2020
Miramar Lakes Beach And Golf Miromar Lakes FL 03/2019 03/2020
Student Fort Myes FL 03/2011 03/2019
Mutual Trust Advisory Group Estero FL 03/2021 Present
  • 02/2021 → 03/2021
    Estero, FL
  • 07/2020 → 02/2021
    Katherine L Nash Insurance Agency, Inc.
    Punta Gorda, FL
  • 03/2020 → 06/2020
    Domino's Pizza
    Estero, FL
  • 03/2019 → 03/2020
    Miramar Lakes Beach And Golf
    Miromar Lakes, FL
  • 03/2011 → 03/2019
    Student
    Fort Myes, FL
  • 03/2021 → Present
    Estero, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-27
  • S65 Uniform Investment Adviser Law Examination
    2021-03-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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