Lincoln Investment
46yrs
Top advisor by experience in Royal Oak
8yrs
Ryan Porter
Financial advisor at Strategic Advisers
Ryan Porter has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Royal Oak, Michigan. Ryan has been with Strategic Advisers since 2025; before that, Ryan spent a year at J.P. Morgan Securities and a year at CG Advisory Services. 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 81 advisors with offices in Royal Oak, and one of 78 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
OfficeRoyal Oak, MI
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 ?1 state
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
- May 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2024 – Mar 2025J.P. Morgan Securities LLCPreviously
- Feb 2022 – Dec 2022CG Advisory ServicesPreviously
- 2018 – 2022MerrillPreviously
Contact Ryan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Ryan. Royal Oak, MIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Porter. Ryan works from the Royal Oak, MI office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2018, about 8 years. More experience than 52% 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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