Ryan
Van Leeuwen
Fidelity Institutional Wealth Adviser LLC
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About this Advisor
Ryan Van Leeuwen is a financial advisor based in Roanoke, Texas, working with Fidelity Institutional Wealth Adviser LLC. Ryan has previously held positions at Fidelity Investments, Northwestern Mutual, Oklahoma State University, Weatherford College, University Of Texas At Arlington, High School, and Doordash. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Ryan is part of Fidelity Institutional Wealth Adviser LLC, which has 10 offices and 194 employees. The firm manages assets totaling $6.5 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Fidelity Institutional Wealth Adviser LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Institutional Wealth Adviser LLC Brokerage Details
$6,468,261,663
194
829
$7,802,487
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Ryan Van Leeuwen Work History
Fidelity Investments
Northwestern Mutual
Doordash
Oklahoma State University
Weatherford College
University Of Texas At Arlington
High School
Disclosures
Please visit the SEC profile of Ryan Van Leeuwen 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 Fidelity Institutional Wealth Adviser LLC
Westfield, MA
Boston, MA
Smithfield, RI
Boston, MA
Brookline, MA
Wrentham, MA
Boston, MA
Ladera Ranch, CA
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