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Ryan James Robertson

PROSPER WEALTH SOLUTIONS, LLC·LEHI, Utah
SIE, Series 7, Series 63, Series 65, Series 82Clean record7 years registeredPROSPER WEALTH SOLUTIONS, LLC
3200 CLUB HOUSE DR., LEHI, UT 84043CRD# 5731693Firm CRD# 311144

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan James Robertson · LEHI, UT
Registration
CRD #5731693 · PROSPER WEALTH SOLUTIONS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

MY PROSPER TEAM
Mar 2021 – present
SPROUT ADVISERS
Oct 2018 – Jan 2020
LEHI, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 82
Registration record
First registered · October 24, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROSPER WEALTH SOLUTIONS, LLC
CRD 311144 · SEC 801-119753
AUM
$40M
Regulatory assets under management
Employees
6
451 client accounts
Services offered by PROSPER WEALTH SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROSPER WEALTH SOLUTIONS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Ryan James Robertson offer?
Ryan James Robertson specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.
What are Ryan James Robertson's credentials?
Ryan James Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan James Robertson located?
Ryan James Robertson is based in LEHI, Utah, working with PROSPER WEALTH SOLUTIONS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Ryan James Robertson charge for services?
Ryan James Robertson'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 PROSPER WEALTH SOLUTIONS, LLC?
PROSPER WEALTH SOLUTIONS, LLC has approximately 6 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Tyler William Hansen
LEHI, UT

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