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Ryan Joseph Allessio

Assetmark, Inc.

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About Ryan Joseph Allessio

Ryan Allessio is a financial advisor with Assetmark, Inc., based in Chicago, IL. Ryan has been in the industry since 2008 and holds licenses in Series 6, Series 7, Series 63, and Series 65. Ryan's previous experience includes roles at Brinker Capital Securities, LLC, MML Investors Services, LLC, MML Distributors, LLC, and First Investors Corporation. Ryan specializes in providing financial planning, portfolio management, and investment advisory services for individuals, corporations, and investment companies.

Firm Information

Ryan Allessio is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Allessio’s Registration & Firm History

IL

01/23/2023 - Present

Assetmark, Inc. (Chicago IL)

PA

02/25/2022 - 09/01/2022

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

AZ

07/24/2009 - 05/24/2017

MML INVESTORS SERVICES, LLC (PHOENIX AZ)

CT

02/09/2009 - 05/28/2009

MML INVESTORS SERVICES, INC. (ENFIELD CT)

CT

10/28/2008 - 05/28/2009

MML DISTRIBUTORS, LLC (ENFIELD CT)

MA

05/12/2008 - 05/14/2008

FIRST INVESTORS CORPORATION (WALTHAM MA)

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Licenses & Designations

BC

Issued 06/09/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Joseph Allessio.
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