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Daniel Joseph Ryan

Fisher Investments

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About Daniel Joseph Ryan

Daniel Joseph Ryan is an investment advisor representative with Fisher Investments. Daniel has been in the industry since 1996, and has a strong background in both investment advisory and brokerage services. Daniel is registered to provide investment advisory services in Texas and Washington. Daniel has worked with various other firms such as MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC., KEYPORT FINANCIAL SERVICES CORP. and PATTERSON TRAVIS, INC.. Daniel's experience and credentials make him a valuable resource for clients seeking investment advice.

Firm Information

Daniel Ryan is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Ryan’s Registration & Firm History

WA

02/21/2007 - Present

Fisher Investments (CAMAS WA)

MA

07/30/2002 - 10/08/2003

MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

02/05/1998 - 10/08/2003

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

CO

11/01/1996 - 07/21/1997

PATTERSON TRAVIS, INC. (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 07/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Joseph Ryan.
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