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Ryan Chang

Kestra Investment Management, LLC

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About Ryan Chang

Ryan Chang is an Investment Advisor Representative registered with Kestra Investment Management, LLC. Ryan has been in the industry since June 2020. Ryan is licensed in Texas. Ryan provides investment advice to other registered investment advisors and trust companies. Ryan is also registered with the state of Texas as an Investment Advisor Representative.

Firm Information

Ryan Chang is currently registered with Kestra Investment Management, LLC. Kestra Investment Management, LLC is a registered investment advisor based in Austin, TX. The firm provides investment advice to other registered investment advisors and trust companies. They have approximately $1.5 billion in regulatory assets under management.
Kestra Investment Management, LLC

5707 SOUTHWEST PARKWAY, BUILDING 2, STE 400

AUSTIN, TX 78735

$1.51B

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for businesses

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

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investment advice to other registered investment advisors and trust companies

Investment advice to other registered investment advisors and trust companies

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 Chang’s Registration & Firm History

TX

07/31/2023 - Present

Kestra Investment Management, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 07/31/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Chang.
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