Ryan Porth

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

• 05/2022 → 06/2024
  Twin Hills Country Club
  Longmeadow, MA
• 10/2023 → 12/2023
  Accelerant Insurance
  Worcestor, MA
• 12/2024 → Present
  Fidelity Investments
  West Hartford, CT
• 06/2020 → 11/2024
  Granite City Electric Supply Company
  Chicopee, MA
• 06/2023 → 08/2023
  Travelers Insurance
  Hartford, CT
• 09/2022 → 05/2024
  Nichols College
  Dudley, MA
• 01/2024 → 04/2024
  Cohnreznick Llp
  Boston, MA
• 12/2023 → 01/2024
  Sheppard Hill Regional High School
  Dudley, MA
• 01/2023 → 05/2023
  Mclaren & Associates Cpas, Pc
  Shrewsbury, MA
• 06/2024 → 08/2024
  Kpmg
  Hartford, CT
• 10/2024 → 11/2024
  Posto Italian
  Longmeadow, MA
• 11/2014 → 06/2020
  Unemployed
  East Longmeadow, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-07-25

Other Names

• Ryan Porth
• Ryan Kent Porth