Advisor at EmeraldSpark Investments
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.
Firm
EmeraldSpark Investments
Location
Winter Haven, FL
Credentials
CFA®, Series 66
Industry experience
13 years
Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.
Based on EmeraldSpark Investments
$0 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000 - $10,000,000: 0.50% $10,000,000+: 0.25%
Account minimum: $250,000 Minimum fee: $2,500 annual minimum fee, waivable Fee-only: Asset-based fee charged; financial planning included at no additional charge.
Winter Haven, FL
Illinois · Minnesota · Texas
EmeraldSpark Investments
2015 - Present (11 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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
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