Advisor at The Pilot's Advisor, LLC
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Firm
The Pilot's Advisor, LLC
Location
Seneca, SC
Credentials
Series 66
Industry experience
17 years
Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.
0.25% to 0.99% (combined TPMM and The Pilot's Advisor fees, negotiable and varying by TPMM)
Referral fees received from TPMMs range from 0.25% to 0.99% of assets under management; Mr. Fleming earns commissions from selling insurance products as an independent insurance agent.
Seneca, SC
South Carolina · Texas
FedEx
2012 - Present (14 years)
The Pilot's Advisor, LLC
2011 - Present (15 years)
U.S. Air Force
2005 - 2023 (18 years)
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 63, Series 65
Seneca, SC
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CFP®, Series 65
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Series 63, Series 65
Seneca, SC
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Series 63, Series 65
Seneca, SC
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Series 65
Seneca, SC
IQ Capital Strategy LLC
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