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Ryan Michael Maynard

CFA, CFP®
VAQUERO PRIVATE WEALTH, LTD.
DALLAS, TX
·CRD# 4512584·24 years experience

Professional Summary

Ryan Michael Maynard, CFA, CFP®, who also goes by Ryan M. Maynard, is a registered financial advisor currently at VAQUERO PRIVATE WEALTH, LTD. located in Dallas, Texas. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ryan has worked at 2 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan M. Maynard

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFA
Chartered Financial Analyst
CFP®
Certified Financial PlannerSince 2006

Years of Experience

24 years in the financial services industry

Current & Past Employments

VAQUERO PRIVATE WEALTH, LTD.·CRD# 305266
RIA
8111 Douglas Avenue Suite 1350, Dallas, TX 75225
February 26, 2021 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Dallas, TX
April 30, 2002 - March 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Dallas, TX
April 22, 2002 - March 1, 2021

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Current Firm

VP
VAQUERO PRIVATE WEALTH, LTD.

VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364
RIA
Registered Investment Advisory firm - SEC (9/20/2019 Approved)

Contact Information

Main Address

8111 Douglas Avenue Suite 1350, Dallas, TX 75225

Phone Number

(214) 269-7855

# of Employees

9

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VAQUERO PRIVATE WEALTH ADV 2A (2/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

739

AUM (Assets Under Management)

$928,946,791

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/05/2026Cover PageReport
10/09/2025Cover PageReport
11/26/2024Cover PageReport
04/02/2024Cover PageReport

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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.

BEDFORD ADVERTISING, INC START DATE OF RELATIONSHIP: 12/10/2014 NUMBER OF HOURS DEVOTED : 2 HOUR(S) MONTHLY, NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: THE ENTITY IS AN ADVERTISING BUSINESS. PROVIDE OCCASIONAL ADVICE ON FINANCIAL MATTERS. TAKE ONE VIDEO & POST, INC. START DATE OF RELATIONSHIP: 12/10/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THIS IS A TELEVISION PRODUCTION AND POST-PROCESSING COMPANY. PROVIDE OCCASIONAL ADVICE ON FINANCIAL MATTERS. CLARIS EVENTS LLC START DATE OF RELATIONSHIP: 5/11/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY WIFE'S EVENT PLANNING BUSINESS. MY INVOLVEMENT WILL BE LIMITED TO OCCASAIONAL FINANCIAL ADVICE Mr. Maynard is a licensed insurance agent; he holds his license for advisory purposes only. However, if he were to receive commissions on insurance products he recommends to clients, this service would create a conflict of interest with Vaquero clients if Mr. Maynard recommends the purchase of insurance products from which he will receive a commission. This conflict is mitigated through the fact that clients are free to purchase insurance products that Mr. Maynard recommends elsewhere.

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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".
VP
VAQUERO PRIVATE WEALTH, LTD.

VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364
RIA
Registered Investment Advisory firm - SEC (9/20/2019 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.
IAR
Texas
(2/26/2021)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Feb 2004About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Apr 2002About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Maynard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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