Ryan Patrick Smith
Professional Summary
Ryan Patrick Smith, who also goes by Ryan Patrick Smith, Ryan Smith, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan Patrick Smith, Ryan Smith
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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 on record.
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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CARLETON MCKENNA ADVISORS, LLC
Contact Information
Main Address
600 Superior Avenue, Suite 2510, Cleveland, OH 44114Mailing Address
600 Superior Avenue, Suite 2510, Cleveland, OH 44114Phone Number
(216) 523-1962Established
Ohio since 05/31/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (5 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Ryan Patrick Smith's CRS (Customer Relationship Summary).
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