Ryan Michael Filiaggi

Employer firm

Turner Financial Group, Inc. CRD 134204

$230M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2015 → 12/2017
  Citizens Bank
  Ardmore, PA
• 08/2015 → 12/2017
  Citizens Securities, Inc
  Ardmore, PA
• 12/2017 → 07/2018
  Citizens Securities Inc.
  Lewes, DE
• 12/2017 → 07/2018
  Citizens Bank
  Lewes, DE
• 10/2018 → 04/2020
  Newbridge Securities Corporation
  Frankford, DE
• 05/2020 → 04/2024
  Innovation Partners Llc
  Charlotte, NC
• 05/2020 → 04/2024
  Ip Financial Advisory Services Llc
  Charlotte, NC
• 04/2024 → Present
  Sgl Financial, Llc
  Buffalo Grove, IL
• 07/2024 → Present
  Turner Financial Group
  Pace, FL

Previous Registrations

• 2020-05-29 → 2025-01-30
  Ip Financial Advisory Services Llc
  Dagsboro, DE
  Charlotte, NC
• 2024-04-18 → 2024-08-05
  Sgl Financial, Llc
  Lewes, DE
• 2020-05-27 → 2020-09-14
  Innovation Partners Llc
  Charlotte, NC
  Dagsboro, DE
  Charlotte, NC
  Fenwick Island, DE
• 2018-11-15 → 2020-04-24
  Nfsg Corporation
  Frankford, DE
  Boca Raton, FL
• 2018-06-19 → 2018-08-14
  Citizens Securities, Inc.
  Plymouth Meeting, PA
  Dover, DE
  Ardmore, PA
  Conshohocken, PA
  Lewes, DE

Other Businesses

1) Insurance agent Delaware Licensed.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-18
• S63 Uniform Securities Agent State Law Examination
  2007-12-13

Other Names

• Ryan Michael Filiaggi
• Ryan Filiaggi