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Ryan Fann

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

CRD 7075564

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Brokerage Services Llc Westlake TX 02/2019 Present
Jimmy John's Stillwater OK 07/2017 12/2018
Stillwater Country Club Stillwater OK 05/2017 07/2017
Papa Murphy's Stillwater OK 04/2017 05/2017
Oklahoma State Univeristy Stillwater OK 08/2015 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2017 → 12/2018
    Jimmy John's
    Stillwater, OK
  • 05/2017 → 07/2017
    Stillwater Country Club
    Stillwater, OK
  • 04/2017 → 05/2017
    Papa Murphy's
    Stillwater, OK
  • 08/2015 → 12/2018
    Oklahoma State Univeristy
    Stillwater, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-123234|OrgNmn:Podcast|Org Addr:Fort Worth,Texas,US|OBA Nature:A Football Podcast|Invst Rel:N|Title:Podcast Host|Duties:Recording podcast on outside of work time|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 2019-06-26
  • S66 Uniform Combined State Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    2019-06-26
Other Names
  • Ryan Nathaniel Fann
  • Ryan Fann

View on SEC IAPD

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