AdFi
RM

Ryan Michael Filiaggi

Investment Adviser Representative at TURNER FINANCIAL GROUP, INC.

Lewes, DECRD #5060129Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Delaware
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/18/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 12/13/2007
SIE
Securities Industry Essentials Examination
Passed 8/14/2018
Series 7
General Securities Representative Examination
Passed 4/17/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/5/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Turner Financial Group, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TURNER FINANCIAL GROUP, INC.Current
7/25/2024 – Lewes, DE
IP FINANCIAL ADVISORY SERVICES LLC
5/29/2020 – 1/30/2025Dagsboro, DE
SGL FINANCIAL, LLC
4/18/2024 – 8/5/2024Lewes, DE
INNOVATION PARTNERS LLC
5/27/2020 – 9/14/2020Fenwick Island, DE
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
11/15/2018 – 4/24/2020Frankford, DE
CITIZENS SECURITIES, INC.
6/19/2018 – 8/14/2018Lewes, DE

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TURNER FINANCIAL GROUP, INC.

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John Joseph Kostic Jr
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Scott Allen Klaassen
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Shane Mark Scott
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Thavaselan Subramaniam
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Andrew Tang
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Gary Forrest Thomas
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View TURNER FINANCIAL GROUP, INC. firm profile
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 Michael Filiaggi 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.

Ryan Michael Filiaggi - Financial Advisor in Lewes, DE | AdvisorFinder