ChooseAFinancialAdvisor.com
Advisors / Florida / San Antonio
3yrs

Ryan Thomas

Financial advisor at Strategic Advisers

Ryan Thomas is a fiduciary financial advisor in San Antonio, Florida, with 3 years in the industry. Ryan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

One of 7 advisors with offices in San Antonio, and one of 6 fiduciaries.

San Antonio, FLFiduciary advisor

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeSan Antonio, FL
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Oct 2025 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Strategic Advisers at (617) 563-7000 and ask for Ryan Thomas. Ryan works from the San Antonio, FL office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.

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?

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.

Other advisors nearby

Wells Fargo Advisors
19yrs
Kristi Crisman
Financial advisor
San Antonio, FL
More experience than 59% of advisors in Florida
CFP®Fiduciary
Call Directions
Cerasus Advisors
18yrs
Alex Dalmady
Financial advisor
San Antonio, FL
More experience than 57% of advisors in Florida
FiduciaryFee-only firm
Call Directions
Strategic Advisers
6yrs
Tamim Safazada
Financial advisor
San Antonio, FL
6 years in the industry
FiduciaryPlanningInvesting
Call Directions
LPL Financial
3yrs
Julio Saldana
Financial advisor
San Antonio, FL
3 years in the industry
FiduciaryPlanningInvesting
Call Directions

See all advisors near San Antonio