Ryan James Robertson
Investment Adviser Representative at MY Prosper TEAM
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ryan James Robertson is an investment adviser representative with MY Prosper TEAM in Lehi, UT, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with Sprout Advisers. They have passed 5 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 Utah.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J ROB VenturesMar 2006 – Jan 2017St. George, UT
- Private Capital GroupJan 2014 – Dec 2017Alpine, UT
- Sprout FinancialJan 2018 – Jan 2020Lehi, UT
- Sprout Residential FundJan 2020 – May 2021Lehi, UT
- Prosper Wealth Solutions LLC dba My Prosper TeamDec 2020 – no end date reportedLehi, UT
- Prosper Wealth Insurance, LLCMar 2021 – no end date reportedLehi, UT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MY Prosper TEAM
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
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
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lehi, UT
- SEC file number:
- 801-119753
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at MY Prosper TEAM
4 other advisors in the directory
Similar advisors in Lehi, UT
Other advisors whose filed branch office is in the same city.
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 James Robertson 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched