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RB

Ryon P. Beyer

GENERATIONAL PRIVATE WEALTH
San Juan, PR
Some features on this profile are disabled
CRD#: 4324382
RB

Professional summary


Ryon Patrick Beyer is a registered financial advisor currently at GENERATIONAL PRIVATE WEALTH located in San Juan, .

Ryon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ryon has worked at 5 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

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.
Las Marias Consulting LLC 54 Calle Taft #9 San Juan, PR 00911 Ryon Beyer - President The company provides business strategy, management, and operations consulting. Currently spends approximately 45% of time, both during and after trading hours to this activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryon Patrick Beyer'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

April 3, 2023 - Present

GENERATIONAL PRIVATE WEALTH

RIA
CRD#: 324954
San Juan, PR
Past

October 9, 2013 - January 5, 2023

HEMINGTON WEALTH MANAGEMENT

RIA
CRD#: 169024
FALLS CHURCH, VA
Past

August 4, 2011 - October 1, 2013

MCLEAN ASSET MANAGEMENT CORP.

RIA
CRD#: 108067
MCLEAN, VA
Past

January 21, 2010 - August 1, 2011

SFX FINANCIAL ADVISORY MANAGEMENT ENTERPRISES INC

RIA
CRD#: 112130
WASHINGTON, DC
Past

April 9, 2001 - June 22, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
GP
GENERATIONAL PRIVATE WEALTH
GENERATIONAL PRIVATE WEALTH | LAS MARIAS CONSULTING LLC | LAS MARIAS CONSULTING KKC

CRD#: 324954 / SEC#: 801-132141

RIA
Registered Investment Advisory firm - (3/19/2025 Approved)
Puerto Rico
Registered Investment Advisory firm - (3/19/2025 Terminated)

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
Puerto Rico
(4/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/25/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


GP
GENERATIONAL PRIVATE WEALTH
GENERATIONAL PRIVATE WEALTH | LAS MARIAS CONSULTING LLC | LAS MARIAS CONSULTING KKC

CRD#: 324954 / SEC#: 801-132141

RIA
Registered Investment Advisory firm - (3/19/2025 Approved)
Puerto Rico
Registered Investment Advisory firm - (3/19/2025 Terminated)
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Contact information


Main Address
San Juan, PR
Mailing Address
50 Catoctin Cir Ne Suite 101, Leesbrug, VA 20176
Phone number
(571) 244-8764
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (11/7/2025)

Regulatory assets under management


Total Number of Accounts83
AUM (Assets Under Management)$ 144,957,832

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


GENERATIONAL PRIVATE WEALTH

CRD#: 324954San Juan, PR

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