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Ryan C Herbert

Prostatis Financial Advisors Group

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About Ryan C Herbert

Ryan C Herbert is a financial advisor with over 15 years of experience in the industry. Ryan is currently registered with Prostatis Financial Advisors Group, a firm based in Hanover, MD, and has been with them since 2008. Previously, Ryan has held various positions at firms like Peak Brokerage Services LLC., TCM Securities, Inc., National Securities Corporation, Prime Capital Services, Inc., and T. Rowe Price Investment Services, Inc. Ryan is well-versed in financial planning, portfolio management, and insurance. Ryan provides financial advice to both individuals and high-net-worth individuals. Ryan is a Series 7 and Series 66 licensed representative.

Firm Information

Ryan Herbert is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

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 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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percentage of assets

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

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Ryan Herbert’s Registration & Firm History

MD

07/24/2024 - Present

Prostatis Financial Advisors Group (Hanover MD)

FL

10/14/2019 - 02/03/2020

PEAK BROKERAGE SERVICES, LLC (JUPITER FL)

MD

04/02/2015 - 06/25/2019

TAYLOR CAPITAL MANAGEMENT INC. (Hanover MD)

MD

11/22/2013 - 04/07/2014

NATIONAL SECURITIES CORPORATION (GLEN BURNIE MD)

MD

02/26/2009 - 11/22/2013

PRIME CAPITAL SERVICES, INC. (GLEN BURNIE MD)

MD

09/08/2008 - 11/20/2008

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 03/06/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan C Herbert.
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