Ryan Abate

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

• 12/2017 → 03/2020
  Td Ameritrade
  St. Louis, MO
• 05/2015 → 07/2017
  Shakespeares Pizza
  Columbia, MO
• 04/2017 → 08/2017
  The Row @ Missouri
  Columbia, MO
• 08/2017 → 12/2017
  Unemployed
  St. Charles, MO
• 03/2020 → 04/2021
  Charles Schwab & Co., Inc.
  Chesterfield, MO
• 03/2020 → 04/2021
  Charles Schwab Bank
  Chesterfield, MO
• 10/2021 → Present
  Fidelity Investments
  Westlake, TX
• 04/2021 → 10/2021
  Wells Fargo
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  St Louis, MO
• 2020-04-16 → 2021-05-06
  Charles Schwab & Co., Inc.
  Clayton, MO
  Chesterfield, MO
• 2018-10-23 → 2020-03-17
  Td Ameritrade, Inc.
  St. Louis, MO
• 2018-10-23 → 2020-03-17
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22
• S63 Uniform Securities Agent State Law Examination
  2018-05-03

Other Names

• Ryan Michael Abate
• Ryan Abate