Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
iA Private Wealth (USA) Inc.
Team
Total advisors
10Clients per advisor
20 Very LowAvg AUM per client
$663,934 LowHNW client ratio
14% LowRyan Smillie is a financial advisor at iA Private Wealth (USA) Inc. He holds a Series 65 designation and has been with the firm since 2014, accumulating 12 years of industry experience. Prior to his current role, his work history is exclusively with iA Private Wealth. iA Private Wealth (USA) Inc. offers discretionary investment management, separately managed accounts, wrap fee programs, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a combination of fundamental and technical analysis supported by an asset allocation model and third-party managers, with a focus on tax-efficient strategies and ongoing portfolio monitoring.
Based on iA Private Wealth (USA) Inc.
Based on iA Private Wealth (USA) Inc.
Fixed fees may be charged for financial planning services depending on scope and complexity.
0.5% to 2.5% annually (varies by asset size, client, services, and negotiations)
Possible hourly fees for financial planning services, if applicable.
Performance-based fees may be charged on client accounts based on capital appreciation share.
Account minimum: $250,000 Fee-only: Fixed or hourly fees may be charged for financial planning services depending on scope and complexity.
California
< 1 year of industry experience
iA Private Wealth USA
2024 - Present • 2 years
Toronto
iA Private Wealth Inc.
2014 - Present • 12 years
Vancouver
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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