J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
26yrs
Ryan McClellan
Financial advisor at UBS Financial Services
Ryan McClellan has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Los Angeles, California. After a year at Lehman Brothers, Ryan joined UBS Financial Services in 2008, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience in Los Angeles
Office2000 Avenue Of The Stars 12th Floor South, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowUBS Financial Services Inc.Current firm
- Mar 2008 – Oct 2008Lehman Brothers Inc.Previously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call UBS Financial Services at (201) 352-3000 and ask for Ryan McClellan. Ryan works from the Los Angeles, CA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2000, about 26 years. Top 23% by experience in Los Angeles.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Merrill
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Oppenheimer & Co.
47yrs
Top 1% by experience in Los Angeles