Unclaimed Profile

Ryan Mendel Garrison

BROTHERTON INVESTMENT CONSULTANTS LLC·SCOTTSDALE, Arizona

Series 7, Series 65, Series 66Clean record21 years registeredBROTHERTON INVESTMENT CONSULTANTS LLC

8658 E. SAN ALBERTO DRIVE, SCOTTSDALE, AZ 85258CRD# 4049073Firm CRD# 112595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Mendel Garrison · SCOTTSDALE, AZ

Registration

CRD #4049073 · BROTHERTON INVESTMENT CONSULTANTS LLC · 21 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB & CO., INC.

Jul 2019 – present

UNITED CAPITAL FINANCIAL ADVISERS

Oct 2013 – Jul 2017

SCOTTSDALE, AZ

BROTHERTON INVESTMENT CONSULTANTS LLC

Apr 2005 – Oct 2013

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · April 20, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROTHERTON INVESTMENT CONSULTANTS LLC

CRD 112595 · SEC 801-57805

AUM

$151M

Regulatory assets under management

Employees

539 client accounts

Services offered by BROTHERTON INVESTMENT CONSULTANTS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BROTHERTON INVESTMENT CONSULTANTS LLC →

Introduction

Speak with Ryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ryan Mendel Garrison offer?

Ryan Mendel Garrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Ryan Mendel Garrison's credentials?

Ryan Mendel Garrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Mendel Garrison located?

Ryan Mendel Garrison is based in SCOTTSDALE, Arizona, working with BROTHERTON INVESTMENT CONSULTANTS LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Ryan Mendel Garrison charge for services?

Ryan Mendel Garrison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROTHERTON INVESTMENT CONSULTANTS LLC?

BROTHERTON INVESTMENT CONSULTANTS LLC has approximately 3 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →