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Ryan Bouchard

Advisor at FCIG Wealth Management, LLC

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FCIG Wealth Management, LLC logo

Firm

FCIG Wealth Management, LLC

Location

Plainfield, CT 06374

Credentials

Series 63, Series 66

Industry experience

17 years

About

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of his advisory role, Bouchard is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management provides advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm prepares Investment Policy Statements, employs Modern Portfolio Theory, and recommends third-party managers after due diligence, with most client assets managed externally and reviewed quarterly.

Client services

Based on FCIG Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on FCIG Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting

Fee options

Fixed

$500 to $10,000 depending on complexity for stand-alone financial planning services (may be waived if plan is implemented through FWML)

Percentage

Up to 2% annually (negotiable, includes sub-advisor fees)

Location

94 Norwich Road

Plainfield, CT 06374

Most active in

Connecticut · Georgia

Work history

FCIG Wealth Management, LLC

2024 - Present (2 years)

Cambridge Investment Research Advisors

2020 - 2024 (4 years)

Cambridge Investment Research, Inc.

2020 - 2024 (4 years)

Ic Advisory Services Inc

2015 - 2020 (5 years)

First Casualty Insurance Agency

2015 - Present (11 years)

The Investment Center Inc

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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