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Ryan R. Wells

DIVERGENT CAPITAL ASSET MANAGEMENT
Denver, CO
Some features on this profile are disabled
CRD#: 3238125
RW

Professional summary

Ryan R Wells is a registered financial advisor currently at DIVERGENT CAPITAL ASSET MANAGEMENT LLC located in Denver, Colorado.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ryan has worked at 10 firms and has passed the Series 66, Series 63, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan R Wells's 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

March 20, 2024 - Present

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

RIA
CRD#: 324549
Denver, CO
Past

May 10, 2023 - January 25, 2024

INTEGRATED WEALTH CONCEPTS LLC

RIA
CRD#: 284656
ENGLEWOOD, CO
Past

March 13, 2020 - December 14, 2023

PRISM FINANCIAL STRATEGIES, LLC

RIA
CRD#: 289033
ENGLEWOOD, CO
Past

January 31, 2018 - February 7, 2018

ADVISORY CONSULTING GROUP LLC

RIA
CRD#: 142666
DENVER, CO
Past

January 30, 2018 - July 6, 2020

STRATEGIES CAPITAL MANAGEMENT

RIA
CRD#: 114035
DENVER, CO
Past

October 20, 2014 - December 26, 2017

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
SAN FRANCISCO, CA
Past

October 20, 2014 - December 26, 2017

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SAN FRANCISCO, CA
Past

May 5, 2014 - October 20, 2014

CROSSPOINT CAPITAL MANAGEMENT

RIA
CRD#: 150212
ORINDA, CA
Past

May 2, 2014 - October 20, 2014

SANCTUARY SECURITIES LLC

BD
CRD#: 144091
MILL VALLEY, CA
Past

August 6, 2002 - April 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

August 6, 2002 - April 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA
Past

September 6, 2001 - July 30, 2002

ROBERTSON STEPHENS, INC.

RIA
CRD#: 41271
SAN FRANCISCO, CA
Past

October 20, 2000 - July 30, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA

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
Colorado
(5/31/2024)
IAR
Florida
(3/20/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/3/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/6/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2000
General Securities Representative Examination

Current Firm

DC
DIVERGENT CAPITAL ASSET MANAGEMENT LLC
DIVERGENT CAPITAL ASSET MANAGEMENT LLC

CRD#: 324549 / SEC#:

California
Registered Investment Advisory firm - (11/27/2023 Approved)
Colorado
Registered Investment Advisory firm - (5/31/2024 Approved)
Florida
Registered Investment Advisory firm - (9/12/2023 Approved)
Georgia
Registered Investment Advisory firm - (4/20/2023 Approved)
Louisiana
Registered Investment Advisory firm - (9/18/2023 Approved)
Texas
Registered Investment Advisory firm - (11/9/2023 Approved)
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Contact information

Main Address
3785 Nw 82nd Avenue Unit 304, Doral, FL 33166
Mailing Address
Phone number
(800) 834-6549
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 35,739,570

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

DIVERGENT CAPITAL ASSET MANAGEMENT LLC

CRD#: 324549Denver, CO

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