William G Ryon

BELL ROCK CAPITAL, LLC

REHOBOTH BEACH, DE · CRD#

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

BKM WEALTH MANAGEMENT

BROOKFIELD, WI · CRD#

Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

33 years registered in the securities industry

Current & Past Employments

Current

PRIVATE ADVISOR GROUP, LLCCurrent·CRD# 155216

RIA

721 Main Street Suite 100, Stevensville, MD 21666

December 14, 2011 - Present

LPL FINANCIAL LLCCurrent·CRD# 6413

RIA

BD

721 Main Street Ste 100, Stevensville, MD 21666

December 12, 2011 - Present

Past

RIDGEWAY CONGER ADVISORY SERVICESPast·CRD# 139372

RIA

Dover, DE

September 4, 2009 - December 12, 2011

RIDGEWAY & CONGER, INC.Past·CRD# 113055

BD

Dover, DE

September 4, 2009 - December 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

RIA

Dover, DE

February 4, 2009 - September 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

BD

Dover, DE

February 4, 2009 - September 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

RIA

Dover, DE

December 3, 2007 - December 22, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691

BD

Dover, DE

October 5, 2007 - December 22, 2008

TAGLICH BROTHERS, INC.Past·CRD# 29102

BD

Cold Spring Harbor, NY

January 11, 2000 - January 24, 2001

HUDSON SLOANE & CO., L.L.C.Past·CRD# 38955

BD

New York, NY

July 12, 1999 - July 20, 1999

TAGLICH BROTHERS, INC.Past·CRD# 29102

BD

Cold Spring Harbor, NY

March 4, 1998 - June 9, 1999

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.Past·CRD# 7404

BD

New York, NY

November 2, 1994 - March 9, 1995

1717 CAPITAL MANAGEMENT COMPANYPast·CRD# 4082

BD

Newark, DE

February 10, 1994 - December 31, 1994

ESSEX NATIONAL SECURITIES, LLCPast·CRD# 25454

BD

Napa, CA

May 18, 1994 - August 23, 1994

Similar Advisors

BELL ROCK CAPITAL, LLC

REHOBOTH BEACH, DE · CRD#

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

BKM WEALTH MANAGEMENT

BROOKFIELD, WI · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

PA

PRIVATE ADVISOR GROUP, LLC

CRD#: 155216 / SEC#: 801-72060

RIA

Registered Investment Advisory firm - SEC (1/3/2011 Approved)

Contact Information

Main Address

305 Madison Avenue, Morristown, NJ 07960

Mailing Address

305 Madison Avenue Po Box 1820, Morristown, NJ 07962

Phone Number

(973) 538-7010

# of Employees

930

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Part 2 Brochures

PART 2A - BROCHURE 0926 (9/30/2026)

PART 2A - APPENDIX WRAP FEE BROCHURE 0926 (9/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

170,206

AUM (Assets Under Management)

$57,703,120,793

Similar Advisors

BELL ROCK CAPITAL, LLC

REHOBOTH BEACH, DE · CRD#

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

BKM WEALTH MANAGEMENT

BROOKFIELD, WI · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 01/30/2012 - PRIVATE ADVISOR GROUP - Registered Investment Advisor - Private Advisor Group - INV REL - AT REPORTED BUSINESS LOCATION - (HYBRID) Provide asset management and financial planning for a fee - 80% TIME SPENT. 2. 09/28/2012 - Retirement Educators Group - Seminars - INV REL - AT REPORTED BUSINESS LOCATION - Provides retirement and lifestyle education courses to the public in a classroom setting - 10% TIME SPENT. 3. 3/3/2021 - Ryon Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/1/2021 - 150 Hours Per Month/110 Hours During Securities Trading. 4. 3/10/2021 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/01/2021 - 150 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/10/2021 - Private Advisor Group - DBA: (Hybrid) Ryon Wealth Strategies - Investment Related - At Reported Business Location(s) - Started 02/01/2021 - 150 Hours Per Month/110 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2021. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 06/26/2023 - Ryon Wealth Strategies - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 04/01/2023 - 5 Hours Per Month/ 1 Hour During Securities Trading

Similar Advisors

BELL ROCK CAPITAL, LLC

REHOBOTH BEACH, DE · CRD#

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

BKM WEALTH MANAGEMENT

BROOKFIELD, WI · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PA

PRIVATE ADVISOR GROUP, LLC

CRD#: 155216 / SEC#: 801-72060

RIA

Registered Investment Advisory firm - SEC (1/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(6/16/2014)

RR

California
(10/8/2020)

RR

Colorado
(12/13/2011)

RR

Connecticut
(10/23/2017)

RR

Delaware
(12/14/2011)

RR

Florida
(1/10/2012)

RR

Georgia
(11/12/2020)

RR

Illinois
(7/8/2019)

RR

Maryland
(12/12/2011)

IAR

Maryland
(6/19/2015)

RR

Nevada
(12/9/2014)

RR

New Jersey
(12/12/2011)

RR

New York
(12/12/2011)

RR

Pennsylvania
(12/12/2011)

RR

South Carolina
(11/16/2016)

IAR

Texas
(9/13/2017)

RR

Texas
(9/14/2017)

RR

Virginia
(12/14/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1993About the Series 6 exam

FINRA

SRO Registrations

Similar Advisors

BELL ROCK CAPITAL, LLC

REHOBOTH BEACH, DE · CRD#

LPL ENTERPRISE, LLC

ST LOUIS PARK, MN · CRD#

TRANSAMERICA FINANCIAL ADVISORS, LLC

Centennial, CO · CRD#

BKM WEALTH MANAGEMENT

BROOKFIELD, WI · CRD#