AdvisorOS Directory
Claim Profile
Unclaimed Profile
RC

Ryan Drew Cortner

CLEARWELL ADVISORS, LLC·TAMPA, Florida
Clean recordCLEARWELL ADVISORS, LLC
610 W. DE LEON ST., TAMPA, FL 33606-2720CRD# 7196948Firm CRD# 306186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Drew Cortner · TAMPA, FL
Registration
CRD #7196948 · CLEARWELL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ryan Drew Cortner is a registered financial advisor based in TAMPA, Florida, affiliated with CLEARWELL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
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 →

03

Firm Overview

Firm
CLEARWELL ADVISORS, LLC
CLEARWELL ADVISORS, LLC
AUM
$362M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CLEARWELL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7196948
Firm CRD# 306186
View on FINRA BrokerCheck →

Looking for a financial advisor in TAMPA?

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

Browse TAMPA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ryan Drew Cortner offer?
Ryan Drew Cortner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Ryan Drew Cortner's credentials?
Ryan Drew Cortner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Drew Cortner located?
Ryan Drew Cortner is based in TAMPA, Florida, working with CLEARWELL ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Ryan Drew Cortner charge for services?
Ryan Drew Cortner's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWELL ADVISORS, LLC?
CLEARWELL ADVISORS, LLC has approximately 8 employees and manages $362M 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 →

Other Advisors at CLEARWELL ADVISORS, LLC

Douglas James Free
TAMPA, FL
Daniel Capozzo
TAMPA, FL

More Advisors in TAMPA, Florida

Maruthijaya Devaki Venkata
TRI PEAKS CAPITAL, LLC·TAMPA, FL
Jr. Randal Mcvey
RETAIL INTELLIGENCE GROUP, LLC·TAMPA, FL
Kurt Walker Lofgren
JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, FL
William Eugene Hamm
IFP ADVISORS, LLC·TAMPA, FL
CFPChFC
Daniel Joseph Mills
RETAIL INTELLIGENCE GROUP, LLC·TAMPA, FL
John Gay Whisenant
IFP ADVISORS, INC.·TAMPA, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile