Journey Advisory Group
44yrs
Top advisor by experience in Covington
13yrs
Ryan Gartrell has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Covington, Kentucky. Ryan has been with Strategic Advisers since 2025; before that, Ryan spent four years at Fidelity Personal and Workplace Advisors and a year at Securities America Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 646 advisors with offices in Covington, and one of 629 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 69% of advisors at Strategic Advisers
Office100 Howe Drive, Covington, KY 41015
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Dec 2017 – Jun 2019Securities America Advisors, Inc.Previously
- 2014 – 2017Invest Financial CorporationPreviously
Contact Ryan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Ryan. 100 Howe DriveCovington, KY 41015Office · Get directions
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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 Strategic Advisers at (617) 563-7000 and ask for Ryan Gartrell. Ryan works from the Covington, KY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2014, about 13 years. More experience than 69% of advisors at Strategic Advisers.
What licenses does Ryan hold?
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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