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David William Ryan

NEW HORIZON WEALTH MANAGEMENT
CANTON, OH
·CRD# 2760130·29 years experience

Professional Summary

David William Ryan, who also goes by David W Ryan, is a registered financial advisor currently at NEW HORIZON WEALTH MANAGEMENT, LLC located in Canton, Ohio. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David W Ryan

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

NEW HORIZON WEALTH MANAGEMENT, LLC·CRD# 342187
RIA
3930 Fulton Dr Nw Suite 209, Canton, OH 44718
July 31, 2026 - Present
PACKERLAND BROKERAGE SERVICES, INC.·CRD# 37031
RIA
Canton, OH
October 30, 2006 - July 30, 2026
PACKERLAND BROKERAGE SERVICES, INC.·CRD# 37031
BD
Canton, OH
October 27, 2006 - July 30, 2026
SPC·CRD# 110692
RIA
Canal Fulton, OH
March 4, 2005 - October 30, 2006
PARKLAND SECURITIES, LLC·CRD# 115368
BD
Canal Fulton, OH
November 15, 2004 - October 30, 2006
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
RIA
Canal Fulton, OH
February 3, 2003 - November 22, 2004
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
BD
Phoenix, AZ
July 2, 2001 - November 22, 2004
AMERICAN GENERAL EQUITY SERVICES CORPORATION·CRD# 5435
BD
Houston, TX
February 5, 1997 - July 10, 2001

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Current Firm

NH
NEW HORIZON WEALTH MANAGEMENT, LLC

NEW HORIZON WEALTH MANAGEMENT, LLC

CRD#: 342187
North Carolina
Registered Investment Advisory firm - North Carolina (8/31/2026 Approved)
Ohio
Registered Investment Advisory firm - Ohio (7/31/2026 Approved)
South Carolina
Registered Investment Advisory firm - South Carolina (9/16/2026 Approved)

Contact Information

Main Address

3930 Fulton Dr Nw Suite 209, Canton, OH 44718

Phone Number

(330) 499-1915

# of Employees

7

Documents

Latest Form ADV
0

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Other business activities

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.

David Ryan, Sole Proprietor; Investment Related; CANTON, OH. INDEPENDENT INS AGT, START DATE 2/1996, Fixed Insurance Sales; 60 HOURS A MONTH TIME DEVOTED. New Horizon Financial Group, Inc.; Investment Related; Canton, OH; Agent Support/Insurance Consultant; TIME DEVOTED 12 HOURS PER WEEK, START DATE 1/1/2009.

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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.
IAR
Ohio
(7/31/2026)
IAR
South Carolina
(9/16/2026)

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.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2002About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1997About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David William Ryan's CRS (Customer Relationship Summary).

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