Ryan C. Warwick

RW INVESTMENT MANAGEMENT LLC

Eagle, ID 83616

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CRD#: 2974298

Professional summary

Ryan Christopher Warwick is a registered financial advisor currently at RW INVESTMENT MANAGEMENT LLC located in Eagle, Idaho.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. NAME OF OTHER BUSINESS: RWIM Properties, LLC INVESTMENT RELATED: NO ADDRESS: Eagle, ID NATURE OF BUSINESS: property management START DATE: 9/1/2021 POSITION/TITLE/RELATIONSHIP: Owner APX NUMBER OF HOURS PER MONTH: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: property management 2. NAME OF OTHER BUSINESS: Hope Devices INVESTMENT RELATED: NO START DATE: 1/1/2024 POSITION/TITLE/RELATIONSHIP: Owner BRIEF DESCRIPTION OF DUTIES: Developmental disability services. Ryan is an owner and provides board level oversight.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Warwick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 26, 2016 - Present

RW INVESTMENT MANAGEMENT LLC

Office #1: 1028 S. Bridgeway Place Suite 200, Eagle, ID 83616

RIA

CRD#: 282707

Eagle, ID

Past

July 1, 2014 - February 26, 2016

RATHBONE WARWICK INVESTMENT MANAGEMENT

RIA

CRD#: 171115

BOISE, ID

Past

February 1, 2000 - July 3, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOISE, ID

Past

October 1, 1999 - July 3, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOISE, ID

Past

September 28, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

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".

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA

Registered Investment Advisory firm - (2/22/2016 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.

Highlighted states indicate IAR registrations

IAR

Idaho
(2/26/2016)

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

State Security Law Exam

IAR

Series 65

Date: 10/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/23/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/14/1999

General Securities Representative Examination

Current Firm

RW INVESTMENT MANAGEMENT LLC

RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA

Registered Investment Advisory firm - (2/22/2016 Approved)

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Contact information

Main Address

1028 S. Bridgeway Place Suite 200, Eagle, ID 83616

Mailing Address

Phone number

(208) 333-1433

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,344
AUM (Assets Under Management)	$ 1,470,660,219

Red Flags

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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Firm Stability Insights

Ryan C. Warwick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Warwick's CRS (Customer Relationship Summary).

Certified licenses

Experience

RATHBONE WARWICK INVESTMENT MANAGEMENT

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

Primary Firm SEC Registration

RW INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/1999

Series 63

Date: 9/23/1999

Series 7

Date: 9/14/1999

Current Firm

RW INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RW INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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