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Robert Collins Ryan

RYAN WEALTH MANAGEMENT, INC.·YUBA CITY, California
SIE, Series 7, Series 63, Series 66Clean record23 years registeredRYAN WEALTH MANAGEMENT, INC.
463 CENTURY PARK DR, YUBA CITY, CA 95991CRD# 2784775Firm CRD# 296851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Collins Ryan · YUBA CITY, CA
Registration
CRD #2784775 · RYAN WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Dec 2024 – present
RYAN WEALTH MANAGEMENT
Aug 2018 – Mar 2025
YUBA CITY, CA
OSAIC WEALTH, INC.
Aug 2003 – Dec 2024
YUBA CITY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · August 13, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RYAN WEALTH MANAGEMENT, INC.
CRD 296851 · SEC 801-115068
AUM
$404M
Regulatory assets under management
Employees
7
1,636 client accounts
Services offered by RYAN WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at RYAN WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Robert Collins Ryan offer?
Robert Collins Ryan specializes in Financial Planning, Investment Management. Contact their office in YUBA CITY, California for a consultation.
What are Robert Collins Ryan's credentials?
Robert Collins Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Collins Ryan located?
Robert Collins Ryan is based in YUBA CITY, California, working with RYAN WEALTH MANAGEMENT, INC.. Their office serves clients in the YUBA CITY metropolitan area and surrounding communities.
How does Robert Collins Ryan charge for services?
Robert Collins Ryan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RYAN WEALTH MANAGEMENT, INC.?
RYAN WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $404M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RYAN WEALTH MANAGEMENT, INC.

Justin T Burrow
YUBA CITY, CA
Kevin Charles Spafford
YUBA CITY, CA
CFPChFC

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