Ryan Wallace Kling

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

• 01/2018 → 09/2018
  Securian Financial Services Inc
  St. Paul, MN
• 09/2017 → 09/2018
  Joyn Advisors Inc
  Atlanta, GA
• 09/2015 → 03/2017
  Fisher Investments
  Camas, WA
• 03/2017 → 09/2017
  Unemployed
  N/A, WA
• 09/2017 → 01/2018
  Securian Financial Services Inc.
  St. Paul, MN
• 10/2018 → 12/2018
  Bb&T Securities
  Atlanta, GA
• 01/2019 → 03/2019
  Unemployed
  Atlanta, GA
• 04/2019 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-05-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2018-10-12 → 2019-01-03
  Bb&T Securities, Llc
  Atlanta, GA
• 2018-09-05 → 2018-10-03
  Joyn Advisors, Inc.
  Atlanta, GA

Other Businesses

OBA-89702|OrgNmn:Trivia Nation|Org Addr:Tampa,Florida,US|OBA Nature:Live Trivia|Invst Rel:N|Title:Independent Contractor|Duties:Host live trivia, maintain supply inventory for events|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-08-27

Other Names

• Ryan Kling
• Ryan Wallace Kling