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Ryan Bousquet

Intellus Advisors, LLC

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About Ryan Bousquet

Ryan Bousquet is a financial advisor who is registered with the state of Florida and has a Series 7, 63, and 65. Ryan currently works for Intellus Advisors, LLC where they provide financial planning, pension consulting, and portfolio management services to individuals and high net worth individuals. Ryan has been in the financial services industry since 2022. Prior to working for Intellus Advisors, LLC, Ryan worked for Northwestern Mutual Investment Services, LLC.

Firm Information

Ryan Bousquet is currently registered with Intellus Advisors, LLC. Intellus Advisors, LLC is a registered investment advisor based in Naples, Florida. They offer a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They also select other advisors for clients. Intellus Advisors, LLC has over $1 billion in regulatory assets under management and serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans.
Intellus Advisors, LLC

8889 PELICAN BAY BLVD. N.

NAPLES, FL 34108

$1.16B

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ryan Bousquet’s Registration & Firm History

FL

11/13/2024 - Present

Intellus Advisors, LLC (NAPLES FL)

FL

12/13/2022 - 07/14/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT MYERS FL)

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Licenses & Designations

IA

Issued 09/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ryan Bousquet.
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