Unclaimed Profile

Ryan Scott Heider

CIRRUS WEALTH MANAGEMENT, LLC·CLEVELAND, Ohio

SIE, Series 7, Series 66Clean record8 years registeredCIRRUS WEALTH MANAGEMENT, LLC

6060 ROCKSIDE WOODS BLVD, CLEVELAND, OH 44131CRD# 6831817Firm CRD# 282108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Scott Heider · CLEVELAND, OH

Registration

CRD #6831817 · CIRRUS WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Jun 2023 – present

H FINANCIAL MANAGEMENT

Aug 2018 – Feb 2019

CANONSBURG, PA

CIRRUS WEALTH MANAGEMENT

Mar 2018 – Oct 2023

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 1, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIRRUS WEALTH MANAGEMENT, LLC

CRD 282108 · SEC 801-107369

AUM

$298M

Regulatory assets under management

Employees

717 client accounts

Services offered by CIRRUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing 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 CIRRUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Scott Heider offer?

Ryan Scott Heider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Ryan Scott Heider's credentials?

Ryan Scott Heider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Scott Heider located?

Ryan Scott Heider is based in CLEVELAND, Ohio, working with CIRRUS WEALTH MANAGEMENT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Ryan Scott Heider charge for services?

Ryan Scott Heider'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 CIRRUS WEALTH MANAGEMENT, LLC?

CIRRUS WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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