Ryan Marshall Dantinne | Financial Professional | Cornelius, North Carolina

Professional summary

Ryan Marshall Dantinne is a registered financial advisor currently at STONEX ADVISORS INC. located in Cornelius, North Carolina and STONEX SECURITIES INC. located in Cornelius, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Ryan has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 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) SYNERGY INSURANCE GROUP; AGENT; 17830 STATESVILLE RD # 235 CORNELIUS, NC 28031; SELLING INSURANCE PRODUCTS AND FIXED ANNUITIES; NOT BUSINESS INVESTMENT RELATED; START RELATIONSHIP 04/01/2010; APPX 30-40 HOURS PER MONTH; 1.0/WEEK DURING SECURITIES TRADING HOURS;SELLING LTC, DIABILITY AND LIFE INSURANCE PRODUCTS. 2) DBA HANEY & DANTINNE WEALTH MANAGEMENT GROUP, LLC | 230B W PENNSYLVANIA AVE SOUTHERN PINES, NC 28387| NATURE OF BUSINESS: WEALTH MANAGEMENT |INVESTMENT RELATED| OWNER/REP| DUTIES: FINANCIAL ADVISORY SERVICES - CHANGED NAME OF DBA| START DATE: 5.1.2015| HOURS DEVOTED TO BUSINESS: 160 HOURS/MONTH| HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 160 HOURS/MONTH. 3) PIEDMONT WEALTH SERVICES INC. DBA| 17830 STATESVILLE RD STE 215 CORNELIUS, NC 28031| NATURE OF BUSINESS: FUTURE USE - DBA| INVESTMENT RELATED| OWNER| DUTIES: RESERVING NAME FOR DBA| START DATE: 7.27.2011|HOURS DEVOTED TO BUSINESS: 0 HOURS/WEEK| HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 0 HOURS/WEEK. 4) Kann-Corn Properties 2975 Dale Earnhardt Blvd, Kannapolis, NC 28083 05/29/2019 Title: 25% owner Not Investment Related Nature: Rental Property Owner Duties: Property Owner Approximately two hours per month with zero during market hours. 5)Lake Norman Advisors DBA 20915 Catawba Ave Cornelius, NC 28031 Nature of Business: Want to start using the name for our local office. Want to put any income I make from our office group which is only Michael Ames right now, but hopefully in the future we will have a CPA on staff as well as an Estate attorney through this DBA. Investment Related: Yes Title: Owner Start Date: 08/31/2020 Duties: I will be support and help pay bills and be owner. Hours Devoted to Business: 30-50 Hours Devoted to Business during Market Hours: 3-4 6) R&D HANDYMAN SERVICES 17820 LARGO PL, CORNELIUS, NC 28031 NATURE OF BUSINESS: HOME MAINTENANCE, SMALL REPAIRS AND HOME UPGRADES. HANDYMAN ITEMS INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: MANAGING MEMBER BUSINESS DUTIES: OWNER SINCLE LLC BUSINESS START DATE: 02/26/2021 APPROXIMATELY 20 HOURS SPENT ON THIS OBA MONTHLY WITH ZERO DURING MARKET HOURS. 7) ERIC SCHIEFEN AND RYAN DANTINNE JTIC 17820 LARGO PL, CORNELIUC, NC 28031 NATURE OF BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: NO BUSINESS POSITION: JOINT OWNER BUSINESS DUTIES: COLLECTING RENT BUSINESS START DATE: 03/01/2021 APPROXIMATELY TWO HOURS SPENT ON THIS OBA MONTHLY WITH ZERO SPENT DURING MARKET HOURS MONTHLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Marshall Dantinne'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

June 30, 2016 - Present

STONEX ADVISORS INC.

Office #1: 20915 Catawba Ave, Cornelius, NC 28031

RIA

CRD#: 174182

CORNELIUS, NC

Current

February 23, 2012 - Present

STONEX SECURITIES INC.

Office #1: 20915 Catawba Ave, Cornelius, NC 28031

RIA

CRD#: 30958

MCLEAN, VA

Past

February 7, 2002 - February 20, 2003

HOWARD WEIL INCORPORATED

BD

CRD#: 30958

NEW ORLEANS, LA

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".

SA

STONEX ADVISORS INC.

CRD#: 174182 / SEC#: 801-80747

RIA

Registered Investment Advisory firm - (12/17/2014 Approved)

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.

RR

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

RR

Alabama
(3/16/2016)

RR

Alaska
(8/8/2017)

RR

Arizona
(2/2/2022)

RR

California
(2/23/2012)

RR

Colorado
(11/1/2016)

RR

Delaware
(3/12/2020)

RR

District of Columbia
(2/23/2012)

RR

Florida
(2/23/2012)

RR

Georgia
(2/28/2012)

RR

Illinois
(2/23/2012)

RR

Indiana
(10/15/2012)

RR

Iowa
(3/12/2012)

RR

Kansas
(12/17/2015)

RR

Kentucky
(3/1/2016)

RR

Louisiana
(10/13/2014)

RR

Maryland
(2/23/2012)

RR

Massachusetts
(4/8/2016)

RR

Minnesota
(2/23/2012)

RR

Missouri
(11/3/2014)

RR

Nebraska
(11/23/2015)

RR

Nevada
(12/20/2016)

RR

New Jersey
(10/9/2014)

RR

New York
(10/2/2012)

RR

North Carolina
(3/12/2012)

IAR

North Carolina
(6/30/2016)

RR

Ohio
(5/18/2012)

RR

Oklahoma
(10/12/2021)

RR

Oregon
(1/29/2024)

RR

Pennsylvania
(2/23/2012)

RR

South Carolina
(2/23/2012)

RR

Tennessee
(9/2/2015)

RR

Texas
(2/23/2012)

RR

Utah
(3/12/2025)

RR

Virginia
(2/23/2012)

RR

Washington
(3/5/2025)

RR

West Virginia
(2/23/2012)

RR

Wyoming
(10/15/2021)

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.

Current Firm

SA

STONEX ADVISORS INC.

CRD#: 174182 / SEC#: 801-80747

RIA

Registered Investment Advisory firm - (12/17/2014 Approved)

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Contact information

Main Address

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243

Mailing Address

Phone number

(800) 292-2411

Established

Firm type

Fiscal year end

# of Employees

233

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAI ADV2A 072825 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	14,988
AUM (Assets Under Management)	$ 4,515,278,523

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/27/2025	Cover Page	Report
02/27/2024	Cover Page	Report
01/20/2023	Cover Page	Report

Red Flags

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Ryan M. Dantinne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Marshall Dantinne's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEX SECURITIES INC.

INTL ADVISORY CONSULTANTS INC.

SYNERGY INVESTMENT GROUP, LLC

SYNERGY INVESTMENT GROUP, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

HOWARD WEIL INCORPORATED

HOWARD WEIL INCORPORATED

Primary Firm SEC Registration

STONEX ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2002

SIE

Date: 10/1/2018

Series 7

Date: 2/6/2002

Series 9

Date: 9/11/2003

Series 10

Date: 6/12/2003

FINRA

Current Firm

STONEX ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STONEX ADVISORS INC.

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