Michael
Ryan

Foundations Investment Advisors LLC

CRD#4913356
Investment Advisor
in Fort Worth, TX

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About this Advisor

Michael Ryan is a financial advisor based in Fort Worth, Texas, working with Foundations Investment Advisors LLC. Michael has previously worked at Principal Financial LTD Co, Global Financial Private Capital, LLC, Ae Wealth Management, LLC, Global Financial Advisory, Costa Rocc LLC, Cv Mansfield LLC, 2001 East Lamar LLC, Scott Viscuso Pllc Dba Sv Legal, Clearfork Financial Planning, and Foundations Investment Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Foundations Investment Advisors LLC, which operates in Fort Worth, Texas. The firm has 85 offices and 284 employees. Foundations Investment Advisors LLC manages assets totaling $7.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4921 Camp Bowie Blvd
Fort Worth, TX 76107

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$7,184,472,288

TX Average: $1,555,372,352
Total Number of Employees

284

TX Average: 37
Total Number of Accounts

53,653

TX Average: 1,370
Average Account Size

$133,906

TX Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Educational seminars/workshops

Michael Ryan Work History

2025 - Present (0 year)

Foundations Investment Advisors

2024 - Present (1 year)

Clearfork Financial Planning

2019 - Present (6 years)

Ae Wealth Management, LLC

2018 - 2023 (5 years)

Cv Mansfield LLC

2017 - 2023 (6 years)

Costa Rocc LLC

2015 - 2023 (8 years)

2001 East Lamar LLC

2014 - 2020 (6 years)

Scott Viscuso Pllc Dba Sv Legal

2010 - 2019 (9 years)

Global Financial Private Capital, LLC

2003 - 2024 (21 years)

Principal Financial LTD Co

2002 - 2024 (22 years)

Global Financial Advisory

Disclosures

Please visit the SEC profile of Michael Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundations Investment Advisors LLC

Dustin Tait
Atlanta, GA
Casey Elkins
Renton, WA
Erick Jimenez
Phoenix, AZ
Bart Gernandt
Oklahoma City, OK
Matthew Goolsby
Wichita, KS
Yvette Barrera
New Braunfels, TX
Kenneth Mckenzie
Eagle River, AK
Marc Montini
Phoenix, AZ

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