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Ryan Bousquet

Investment Adviser Representative at Intellus Advisors, LLC

Naples, FLCRD #7401616Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Bousquet is an investment adviser representative with Intellus Advisors, LLC in Naples, FL, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Raymond James & Associates, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

8625 Tamiami Trail N., Suite 301
Naples, FL 34108

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/16/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 4/3/2023
Series 7
General Securities Representative Examination
Passed 12/13/2022
SIE
Securities Industry Essentials Examination
Passed 3/1/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Intellus Advisors, LLCCurrent
11/13/2024 – Naples, FL
Raymond James & Associates, Inc.
11/30/2023 – 10/7/2024Naples, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Roycer Delgado
    Jul 2022 – Jun 2023Fort Myers, FL
  2. Northwestern Mutual Investment Services LLC
    Jul 2022 – Jun 2023Fort Myers, FL
  3. JCs Bikes and Boards
    Sep 2017 – May 2021deland, FL
  4. Northwestern Mutual
    Jun 2021 – Jul 2022Fort Myers, FL
  5. Unemployed
    Jan 2012 – Aug 2017Mansfield, MA
  6. Raymond James & Associates Inc.
    Jun 2023 – Sep 2024Naples, FL
  7. Snappers Comedy Club
    Nov 2023 – Apr 2024Fort Meyers, FL
  8. Intellus Advisors
    Oct 2024 – no end date reportedNaples, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Intellus Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Up to $1,000,0001.25%
  • $1,000,001 - $2,500,0001.00%
  • $2,500,001 - $5,000,0000.90%
  • $5,000,001 - $10,000,0000.80%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Holistic financial planning, investment strategy and management, family office-level financial coordination, comprehensive planning including budgeting, tax strategies and wealth transfer, and company retirement plan establishment and management

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningInvestment ManagementFamily OfficeRetirement PlansTax StrategiesWealth TransferLongevity PlanningBudgeting

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
2
Main office:
Naples, FL
SEC file number:
801-131142

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

Other advisors at Intellus Advisors, LLC

8 other advisors in the directory

View Intellus Advisors, LLC firm profile

Similar advisors in Naples, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Bousquet has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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