Best Investors Account Sign in

Ryan Porter

Strategic Advisers LLC

Farmington, MI

Royal Oak, MI

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-02
  • MI RA
    APPROVED
    Since 2025-05-02

Branch Locations

30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States

Royal Oak, MI • 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
Cg Advisory Services Ann Arbor MI 02/2022 11/2022
Evangelista & Associates Ann Arbor MI 02/2022 11/2022
Unemployed Rochester MI 01/2018 06/2018
J.P. Morgan Securities Llc Birmingham MI 04/2024 03/2025
Jpmorgan Chase Bank, N.A. Birmingham MI 04/2024 03/2025
Bank Of America, N.A./Merrill Lynch Troy MI 06/2018 02/2022
Geneos Wealth Management Inc Ann Arbor MI 02/2022 11/2022
Comerica Wealth Management Bloomfield Hills MI 02/2023 04/2024
Fidelity Investments Farmington MI 03/2025 Present
Lucky Brand Jeans Troy MI 11/2017 01/2018
Sherwin Williams Shelby Township MI 07/2016 11/2016
First Securities Financial Bloomfield Hills MI 11/2016 12/2017
Unemployed Canton MI 12/2022 01/2023
  • 02/2022 → 11/2022
    Cg Advisory Services
    Ann Arbor, MI
  • 02/2022 → 11/2022
    Evangelista & Associates
    Ann Arbor, MI
  • 01/2018 → 06/2018
    Unemployed
    Rochester, MI
  • 04/2024 → 03/2025
    J.P. Morgan Securities Llc
    Birmingham, MI
  • 04/2024 → 03/2025
    Jpmorgan Chase Bank, N.A.
    Birmingham, MI
  • 06/2018 → 02/2022
    Bank Of America, N.A./Merrill Lynch
    Troy, MI
  • 02/2022 → 11/2022
    Geneos Wealth Management Inc
    Ann Arbor, MI
  • 02/2023 → 04/2024
    Comerica Wealth Management
    Bloomfield Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Farmington, MI
  • 11/2017 → 01/2018
    Lucky Brand Jeans
    Troy, MI
  • 07/2016 → 11/2016
    Sherwin Williams
    Shelby Township, MI
  • 11/2016 → 12/2017
    First Securities Financial
    Bloomfield Hills, MI
  • 12/2022 → 01/2023
    Unemployed
    Canton, MI
Previous Registrations
  • 2024-04-24 → 2025-03-06
    J.P. Morgan Securities Llc
    Birmingham, MI
  • 2022-02-09 → 2022-12-07
    Cg Advisory Services
    Ann Arbor, MI
    Williamston, MI
  • 2018-09-10 → 2022-02-08
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Farmington Hills, MI
    Bloomfield Hills, MI
    Bloomfield, MI
    Farmington Hills, MI
    Farmington Hills, MI
    Novi, MI
    Novi, MI
    Novi, MI
    Bloomfield Hills, MI
    Novi, MI
    Farmington Hills, MI
    Bloomfield Hills, MI
    Farmington Hills, MI
    Bloomfield Hills, MI
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2018-09-07
Other Names
  • Ryan Porter
  • Ryan Thomas Porter

View on SEC IAPD

Other Firms

ASSET ALLOCATION STRATEGIES, LLC
EDWARD JONES
ADVISORY SERVICES NETWORK
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC

Other Investors

DARREN ANDREW WOOLSON
RICHARD JAMES BARDEN
AUSTIN MARSHALL DAHM
KENNY ROLAND GOLDNER
DAVID ALAN BARDEN
Matthew Loren Dennison
KEVIN J ARENDS
DAVID PATRICK SAWINSKI

Other Offices

ASSET ALLOCATION STRATEGIES, LLC · FARMINGTON, MI
EDWARD JONES · FARMINGTON, MI
ADVISORY SERVICES NETWORK · Farmington, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Farmington, MI
J.P. MORGAN SECURITIES LLC · FARMINGTON, MI
ADVISORY SERVICES NETWORK · FARMINGTON, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Farmington, MI
RAIDER DENNIS AGENCY · FARMINGTON, MI

More in Farmington, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor