RM
Ryan M. Maynard
VAQUERO PRIVATE WEALTH, LTD.
DALLAS, TX 75225
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CRD#: 4512584
RM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan M. Maynard
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Maynard'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®
CFP®
Start date: 2006
Experience
Current
February 26, 2021 - Present
VAQUERO PRIVATE WEALTH, LTD.
Office #1: 8111 Douglas Avenue Suite 1350, Dallas, TX 75225RIA
CRD#: 305266
DALLAS, TX
Past
April 30, 2002 - March 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DALLAS, TX
Past
April 22, 2002 - March 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DALLAS, TX
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 - (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.Highlighted states indicate IAR registrations
IAR
Texas(2/26/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (9/20/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8111 Douglas Avenue Suite 1350, Dallas, TX 75225
Mailing Address
Phone number
(214) 269-7855
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 682 |
| AUM (Assets Under Management) | $ 798,554,146 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2025 | ||
| 11/26/2024 | ||
| 04/02/2024 |
Red Flags
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Company Information
VAQUERO PRIVATE WEALTH, LTD.
CRD#: 305266Dallas, TX 75225TRUST BUT VERIFY
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