Ryan T. Meyer

OSAIC WEALTH

Warwick, RI 02886

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CRD#: 4243054

Professional summary

Ryan Thomas Meyer, CFP® is a registered financial advisor currently at OSAIC WEALTH, INC. located in Warwick, Rhode Island.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ryan has worked at 4 firms and has passed the Series 66, Series 6TO, 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.

1. INDEPENDENT INSURANCE AGENT FROM CRANSTON RI - 2 HOURS SECURITIES - 0 HOURS NON SECURITIES - DENTAL AND GROUP DISABILITY INCOME - DISABILITY - FIXED ANNUITIES - LTC - GROUP BENEFITS - SINCE 7/2015 2. OWNER RENTAL PROPERTY - NARRAGANSETT RI -1 HOUR SECURITIES INVOLVED SINCE 11/2013 3. NARRAGANSETT LIONS CLUB POSITION: Board of directors NATURE: It is a volunteer organization 401c3. We raise and donate money to local charities and individuals for people in need. I serve on the board but do not have check writing capabilities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: Po Box 186, Narragansett RI 02882, United States DESCRIPTION: I attend board meetings and vote on various requests from local individuals and charities. 4. RYAN MEYER POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2013 ADDRESS: 935 Jefferson Blvd, Suite 2000, Warwick RI 02886, United States DESCRIPTION: Occasionally I will make a recommendation that a client purchase life insurance, fixed annuities or variable annuities.l will take the application and then submit the application. 5. RENTAL PROPERTY POSITION: owner of home NATURE: Sole Prop. I own a rental home that I bought 14 years ago before I got into this business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2007 ADDRESS: 7 huckleberry Dr, Saunderstown RI 02874, United States DESCRIPTION: I am the landlord. I collect the rent. Occasionally I subcontract a professional to do work/upgrades to the house. 6. PART TIME SKI INSTRUCTOR POSITION: ski instructor NATURE: i am a ski instructor for 5 weeks and they pay me a small amount of money via a W2. I have no ownership in anything. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 160 Yawgoo Valley Rd, Exeter RI 02822, United States DESCRIPTION: i am a ski instructor for 5 weeks and they pay me a small amount of money via a W2. I have no ownership in anything. 7. IS INDEPENDENCE FINANCIAL PARTNERS POSITION: FINANCIAL ADVISOR NATURE: A partnership used as a marketing name for activities associated with my Osaic OSJ INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/19/2019 ADDRESS: 935 Jefferson Blvd, Suite 2000, WARWICK RI 02886, United States DESCRIPTION: I meet with clients and perform the duties as a CFP and Financial Advisor. 8. INDEPENDENCE FINANCIAL PARTNERS POSITION: CFP NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 09/30/2024 ADDRESS: 336 Main St, Suite 6, Wakefield RI 02879, United States DESCRIPTION: I use this office to meet clients and conduct all of my duties as a financial advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Meyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Ryan Thomas Meyer'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 19, 2019 - Present

OSAIC WEALTH, INC.

Office #1: 935 Jefferson Boulevard Suite 2000, Warwick, RI 02886Office #2: 336 Main St Suite 6, Wakefield, RI 02879

RIA

CRD#: 23131

Warwick, RI

Current

August 19, 2019 - Present

OSAIC WEALTH, INC.

Office #1: 935 Jefferson Boulevard Suite 2000, Warwick, RI 02886Office #2: 336 Main St Suite 6, Wakefield, RI 02879

RIA

CRD#: 23131

Warwick, RI

Past

March 25, 2017 - August 21, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WARWICK, RI

Past

March 25, 2017 - August 21, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

WARWICK, RI

Past

January 8, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

CRANSTON, RI

Past

July 22, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

CRANSTON, RI

Past

October 14, 2013 - June 30, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WAKEFIELD, RI

Past

September 23, 2013 - June 30, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WAKEFIELD, RI

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/10/2020)

California
(8/19/2019)

IAR

California
(8/19/2019)

Connecticut
(8/19/2019)

IAR

Connecticut
(8/19/2019)

District of Columbia
(9/21/2020)

Florida
(8/19/2019)

IAR

Florida
(8/20/2019)

Illinois
(1/16/2025)

Indiana
(11/30/2020)

Maryland
(1/19/2021)

Massachusetts
(8/19/2019)

IAR

Massachusetts
(8/21/2019)

New Hampshire
(1/17/2023)

New Jersey
(8/19/2019)

IAR

New Jersey
(8/22/2019)

New York
(8/19/2019)

IAR

North Carolina
(8/19/2019)

North Carolina
(8/28/2019)

Rhode Island
(8/19/2019)

IAR

Rhode Island
(8/19/2019)

Texas
(6/10/2021)

IAR

Texas
(7/31/2023)

Virginia
(8/19/2019)

IAR

Virginia
(8/19/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Ryan T. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Meyer's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Ryan Thomas Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2013

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2013

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

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