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Ryan Patrick Van leeuwen

Fidelity Institutional Wealth Adviser LLC

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About Ryan Patrick Van leeuwen

Ryan Van Leeuwen is a Registered Representative with Fidelity Institutional Wealth Adviser LLC. Ryan has a series 63 and 66 license. Ryan is registered in Texas.

Firm Information

Ryan Van leeuwen is currently registered with Fidelity Institutional Wealth Adviser LLC. Fidelity Institutional Wealth Adviser LLC is a Boston-based wealth management firm with over $3.9 billion in regulatory assets under management. They provide portfolio management services to individuals, corporations, and other institutions, including pension plans and investment companies. They offer both discretionary and non-discretionary investment advice. The firm also provides educational seminars and selects other advisors for their clients. They have a wrap fee program, and are registered with the SEC.
Fidelity Institutional Wealth Adviser LLC

245 SUMMER STREET

BOSTON, MA 02210

$3.93B

Assets Under Management

47,856

Total Clients

34

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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overlay portfolio management; non-discretionary investment advice

Overlay portfolio management; non-discretionary investment advice

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 Van leeuwen’s Registration & Firm History

TX

02/10/2025 - Present

Fidelity Institutional Wealth Adviser LLC (WESTLAKE TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Patrick Van leeuwen.
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