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Randy Alan Ryan

RED WAVE INVESTMENTS LLC·DILLSBURG, Pennsylvania
SIE, Series 7, Series 7TO, Series 63PFSClean record18 years registeredRED WAVE INVESTMENTS LLC
6 NORTH BALTIMORE STREET, DILLSBURG, PA 17019CRD# 5337389Firm CRD# 153198

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randy Alan Ryan · DILLSBURG, PA
Registration
CRD #5337389 · RED WAVE INVESTMENTS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CHEVY CHASE TRUST COMPANY
Jan 2024 – present
OARS CAPITAL
Jul 2020 – Dec 2023
DILLSBURG, PA
MASON INVESTMENT ADVISORY SERVICES INC
Aug 2007 – Oct 2020
RESTON, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Registration record
First registered · August 31, 2007
Years registered · 18
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RED WAVE INVESTMENTS LLC
CRD 153198 · SEC 801-119079
AUM
$329M
Regulatory assets under management
Employees
2
700 client accounts
Services offered by RED WAVE INVESTMENTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RED WAVE INVESTMENTS LLC →
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05

Frequently Asked Questions

What services does Randy Alan Ryan offer?
Randy Alan Ryan specializes in Financial Planning, Investment Management. Contact their office in DILLSBURG, Pennsylvania for a consultation.
What are Randy Alan Ryan's credentials?
Randy Alan Ryan holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Randy Alan Ryan located?
Randy Alan Ryan is based in DILLSBURG, Pennsylvania, working with RED WAVE INVESTMENTS LLC. Their office serves clients in the DILLSBURG metropolitan area and surrounding communities.
How does Randy Alan Ryan charge for services?
Randy Alan Ryan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RED WAVE INVESTMENTS LLC?
RED WAVE INVESTMENTS LLC has approximately 2 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RED WAVE INVESTMENTS LLC

Denis Anthony Osullivan
DILLSBURG, PA
Marc Andrew Smith
DILLSBURG, PA

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