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RS

Ryan Smith

BAYSHORE PARTNERS
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 4596415
RS

Professional summary

Ryan Smith, who also goes by Ryan Patrick Smith, is a registered financial professional currently at BAYSHORE PARTNERS, LLC located in Arlington, Virginia and CARLETON MCKENNA ADVISORS, LLC located in Cleveland, Ohio.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2019. Ryan has worked at 4 firms and has passed the Series 66 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan Patrick Smith

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Smith'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

August 8, 2022 - Present

BAYSHORE PARTNERS, LLC

Office #1: 4250 North Fairfax Drive Suite 600, Arlington, VA 22203
BD
CRD#: 131546
Arlington, VA
Current

December 18, 2024 - Present

CARLETON MCKENNA ADVISORS, LLC

Office #1: 1801 East 9th St. Suite 1425, Cleveland, OH 44114-3199
BD
CRD#: 159230
Cleveland, OH
Past

June 4, 2024 - September 13, 2024

TLS FINANCIAL SERVICES, INC.

BD
CRD#: 19625
TOWSON, MD
Past

August 8, 2019 - April 8, 2022

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/19/2021
Uniform Combined State Law Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/9/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CM
CARLETON MCKENNA ADVISORS, LLC
CARLETON MCKENNA ADVISORS, LLC

CRD#: 159230 / SEC#: , 8-68971

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1801 East 9th St. Suite 1425, Cleveland, OH 44114-3199
Mailing Address
1801 East 9th St. Suite 1425, Cleveland, OH 44114-3199
Phone number
(216) 523-1962
Established
Ohio since 05/31/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CARLETON MCKENNA & CO. LLCOWNER
CARLETON MCKENNA & CO., LLCOWNER
MCKENNA, CHRISTOPHER JAMESMANAGING DIRECTOR1704158
ROMERO, MONIQUE VICTORIAFINOP6712654
SMITH, RYANCHIEF COMPLIANCE OFFICER4596415

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

CARLETON MCKENNA ADVISORS, LLC

CRD#: 159230Arlington, VA 22203

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