Unclaimed Profile

Regina Ann Ryan

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.·BERWYN, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65Clean record31 years registeredAMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 1440738Firm CRD# 119449

Profile Verification

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

Identity

Regina Ann Ryan · BERWYN, PA

Registration

CRD #1440738 · AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

TRIAD HYBRID SOLUTIONS, LLC

Jan 2019 – Sep 2022

Milford, DE

CETERA ADVISOR NETWORKS LLC

Sep 2013 – May 2014

BERWYN, PA

WALNUT STREET SECURITIES, INC.

Jul 2007 – Sep 2013

BERWYN, PA

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Aug 2000 – Dec 2018

BERWYN, PA

IFG RUSSELL ADVISORS INC

Jan 1995 – Dec 2017

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 3, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

CRD 119449 · SEC 801-61084

AUM

$217M

Regulatory assets under management

Employees

813 client accounts

Services offered by AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does Regina Ann Ryan offer?

Regina Ann Ryan specializes in Financial Planning, Investment Management, Wealth Management.

What are Regina Ann Ryan's credentials?

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

Where is Regina Ann Ryan located?

Regina Ann Ryan is based in BERWYN, Pennsylvania, last registered with AMERICAN FINANCIAL MANAGEMENT GROUP, LTD..

How does Regina Ann Ryan charge for services?

Regina Ann 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 AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.?

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. has approximately 10 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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