Ryan C. Weise
Professional summary
Ryan Christopher Weise is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Baton Rouge, Louisiana and KESTRA INVESTMENT SERVICES, LLC located in Baton Rouge, Louisiana.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ryan has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Christopher Weise's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6421 Perkins Rd. Bldg. A, Ste. 1a, Baton Rouge, LA 70808January 27, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6421 Perkins Rd. Building C, Suite B, Baton Rouge, LA 70808August 10, 2022 - January 27, 2023
CETERA INVESTMENT ADVISERS LLC
August 10, 2022 - January 27, 2023
CETERA INVESTMENT SERVICES LLC
October 3, 2011 - August 10, 2022
HANCOCK WHITNEY INVESTMENT SERVICES INC.
October 3, 2011 - August 10, 2022
HANCOCK WHITNEY INVESTMENT SERVICES INC.
January 25, 2010 - September 21, 2011
EDWARD JONES
January 22, 2010 - September 21, 2011
EDWARD JONES
April 22, 2009 - January 25, 2010
CAPITAL ONE FINANCIAL ADVISORS LLC
May 31, 2008 - January 25, 2010
CAPITAL ONE INVESTMENT SERVICES LLC
May 19, 2000 - May 31, 2008
CAPITAL ONE INVESTMENTS, LLC
April 5, 1999 - May 22, 2000
METROPOLITAN LIFE INSURANCE COMPANY
April 5, 1999 - May 22, 2000
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/9/2023)
(7/24/2025)
(1/27/2023)
(1/6/2025)
(1/27/2023)
(1/27/2023)
(1/27/2023)
(1/30/2023)
(3/7/2025)
(1/27/2023)
(1/27/2023)
(7/24/2025)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Baton Rouge, LA 70808TRUST BUT VERIFY
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