Ryan Gary Atkinson
Professional Summary
Ryan Gary Atkinson was a registered financial advisor. Ryan was a previously registered financial professional and started their career in finance 1998 - 2024. Ryan had worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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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
28 years in the financial services industry
Current & Past Employments
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Current Firm
ABRAHAMSENROCK, LLC | ROCK, MARC B. | FOUNTAINHEAD PRIVATE WEALTH | FOUNTAINHEAD CAPITAL, LLC | FOUNTAINHEAD CAPITAL MANAGEMENT, LLC | FOUNTAINHEAD ADVISORS | EPIC ADVISORY PARTNERS
Contact Information
Main Address
10 Independence Blvd Suite 120, Warren, NJ 07059Phone Number
(732) 346-1900# of Employees
28Documents
Regulatory Assets Under Management
Total Number of Accounts
3,733AUM (Assets Under Management)
$1,019,956,144Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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