Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
15yrs
Ryan Smith
Full name on record: Ryan Anthony Smith
Financial advisor at Raymond James Financial Services Advisors
Ryan Smith is a fiduciary financial advisor in Salt Lake City, Utah, with 15 years in the industry. After eight years at Commonwealth Financial Network and three years at WFG Advisors, Ryan joined Raymond James Financial Services Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Ryan holds the CFP® designation.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 61% of advisors in Salt Lake City
Office2022 S 2100 E Suite 205, Salt Lake City, UT 84105
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2017 – 2025Commonwealth Financial NetworkPreviously
- 2015 – 2017WFG Advisors, LPPreviously
- Jul 2013 – Jan 2015LPL Financial LLCPreviously
- Sep 2012 – Jul 2013Transamerica Financial Advisors, LLCPreviously
Contact Ryan
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Ryan. 2022 S 2100 E Suite 205Salt Lake City, UT 84105Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
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About Ryan
How do I contact Ryan?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Ryan Smith. Ryan works from the Salt Lake City, UT office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2011, about 15 years. More experience than 61% of advisors in Salt Lake City.
What licenses does Ryan hold?
Series 63, Series 65. 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?
Raymond James Financial Services Advisors 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.
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