linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Jeffrey Gelrod

THE Fairman Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Jeffrey Gelrod

Ryan Gelrod is a financial advisor with The Fairman Group, LLC. Ryan has over 20 years of experience in the financial services industry. Ryan is a Chartered Financial Analyst and holds Series 7 and Series 63 licenses. Ryan specializes in providing financial planning and portfolio management services to individuals and businesses. The Fairman Group, LLC is a Registered Investment Advisor located in Chesterbrook, PA. They provide financial planning, investment management, and retirement planning services.

Firm Information

Ryan Gelrod is currently registered with THE Fairman Group, LLC. THE Fairman Group, LLC is a registered investment advisor based in Chesterbrook, PA. The firm has 14 investment advisor representatives and manages approximately $778.6 million in assets for 994 clients. THE Fairman Group offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
THE Fairman Group, LLC

1200 LIBERTY RIDGE DR STE 320

CHESTERBROOK, PA 19087-5570

$778.58M

Assets Under Management

34

Total Clients

12

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Gelrod’s Registration & Firm History

PA

03/25/2013 - Present

THE Fairman Group, LLC (CHESTERBROOK PA)

NY

02/07/2002 - 01/28/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

01/03/2001 - 02/11/2002

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

06/19/1996 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/09/1994 - 06/07/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Ryan Jeffrey Gelrod is right for you?

Licenses & Designations

BC

Issued 11/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Jeffrey Gelrod.
Not sure if Ryan Jeffrey Gelrod is right for you?