Ryan Spencer Alexander

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 12/2016 → 01/2018
  Pnc
  Downers Grove, IL
• 02/2016 → 11/2016
  Swing Trader
  Hanover Park, IL
• 11/2018 → 02/2021
  Td Ameritrade
  Northbrook, IL
• 02/2021 → 09/2022
  Fidelity Investments
  Highland Park, IL
• 09/2022 → 01/2024
  Unemployed
  Bartlett, IL
• 01/2024 → Present
  Crystal Lake Tax And Financial
  Crystal Lake, IL
• 01/2024 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2021-04-21 → 2022-09-21
  Fidelity Personal And Workplace Advisors
  Evanston, IL
• 2018-12-07 → 2021-01-28
  Td Ameritrade, Inc.
  St. Charles, IL
  Northbrook, IL
• 2018-12-07 → 2021-01-28
  Td Ameritrade Investment Management, Llc
  St. Charles, IL
  Northbrook, IL
• 2018-05-10 → 2018-11-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

1. Crystal Lake Tax and Financial DBA - Investment related. Fixed Insurance Sales. Sales of Fixed Insurance, Fixed Annuity and Life Insurance products. 265 Exchange Drive Suite 101 Crystal Lake, Illinois 60014. January 2024 - Present. This encompasses approximately 50% of business hours. 2. Crystal Lake Tax and Financial - Investment related. Financial Advisor. Servicing new and existing clients for Investment Advisory and Fixed Insurance services. 265 Exchange Drive Suite 101 Crystal Lake, Illinois 60014. January 2024 - Present. This encompasses approximately 50% of business hours. 3. Retirement Income Source DBA - Investment related. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. 265 Exchange Drive Suite 101 Crystal Lake, Illinois 60014. January 2024 - Present. This does not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-09

Other Names

• Ryan Alexander
• Ryan Spencer Alexander