Ryan Trevor Mcclellan

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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 → 10/2023
  Fisher Investments
  Plano, TX
• 03/2021 → 04/2022
  Hayden Properties - Caprock Crossing
  College Station, TX
• 04/2019 → 10/2020
  Servitas
  College Station, TX
• 11/2013 → 04/2019
  Student
  College Station, TX
• 11/2023 → 01/2025
  Earned Wealth
  Celina, TX
• 03/2021 → 11/2021
  Sc Bodner Company
  College Station, TX
• 10/2020 → 11/2023
  Sole Sight
  College Station, TX
• 01/2025 → Present
  Earned Wealth Advisors, Llc
  Celina, TX

Previous Registrations

• 2023-11-06 → 2025-01-04
  Earned Wealth
  New York, NY
  Celina, TX
• 2022-10-24 → 2023-10-23
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-24

Other Names

• Trevor Mcclellan