Ryan D. Tyrell

PROSPERITY - AN EISNERAMPER COMPANY

PHILADELPHIA, PA 19103

Some features on this profile are disabled

CRD#: 4627329

Professional summary

Ryan Dennis Tyrell is a registered financial advisor currently at PROSPERITY - AN EISNERAMPER COMPANY located in Philadelphia, Pennsylvania and DAI SECURITIES, LLC located in Philadelphia, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 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. RYAN D. TYRELL, INC., 120 CLEMSON RD BRYN MAWR PA 19010, PRESIDENT AND SOLE OWNER OF PRIVATE ENTITY ESTABLISHED TO FACILITATE YOUR FIXED INSURANCE BUSINESS. 2008. INVESTMENT RELATED, AT BRANCH LOCATION. 25%. 2. Prosperity - An EisnerAmper Company. 1 Logan Square 130 N 18th St Suite 3000 Philadelphia PA 19103, Financial Advisor, as of 09/2022. 10% of time spend during business hours; conducted at branch; investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Dennis Tyrell'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

November 15, 2023 - Present

PROSPERITY - AN EISNERAMPER COMPANY

Office #1: 130 N. 18th Street Suite 3000, Philadelphia, PA 19103

RIA

CRD#: 133777

PHILADELPHIA, PA

Current

February 16, 2023 - Present

DAI SECURITIES, LLC

Office #1: 130 N. 18 Street Suite 3000, Philadelphia, PA 19002

CRD#: 36673

Philadelphia, PA

Past

December 21, 2022 - November 15, 2023

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

RIA

CRD#: 121863

Philadelphia, PA

Past

September 2, 2022 - January 17, 2023

APW CAPITAL, INC.

CRD#: 43814

Philadelphia, PA

Past

June 30, 2020 - September 6, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Phiadelphia, PA

Past

November 6, 2013 - September 6, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Phiadelphia, PA

Past

July 31, 2013 - November 1, 2013

CETERA WEALTH SERVICES, LLC

CRD#: 13572

W CONSHOHOCKEN, PA

Past

June 6, 2008 - September 20, 2012

CETERA WEALTH SERVICES, LLC

CRD#: 13572

KING OF PRUSSIA, PA

Past

March 24, 2006 - June 9, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

CONSHOHOCKEN, PA

Past

May 30, 2003 - March 10, 2006

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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".

P-

PROSPERITY - AN EISNERAMPER COMPANY

PROSPERITY - AN EISNERAMPER COMPANY | THE PROSPERITY CONSULTING GROUP, LLC | PROSPERITY, AN EISNERAMPER COMPANY

CRD#: 133777 / SEC#: 801-96321

RIA

Registered Investment Advisory firm - (5/18/2015 Approved)

Florida

Registered Investment Advisory firm - (5/20/2015 Terminated)

Maryland

Registered Investment Advisory firm - (5/19/2015 Terminated)

Virginia

Registered Investment Advisory firm - (5/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(2/16/2023)

New Jersey
(2/16/2023)

Pennsylvania
(2/16/2023)

IAR

Pennsylvania
(11/15/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/17/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/28/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

P-

PROSPERITY - AN EISNERAMPER COMPANY

PROSPERITY - AN EISNERAMPER COMPANY | THE PROSPERITY CONSULTING GROUP, LLC | PROSPERITY, AN EISNERAMPER COMPANY

CRD#: 133777 / SEC#: 801-96321

RIA

Registered Investment Advisory firm - (5/18/2015 Approved)

Florida

Registered Investment Advisory firm - (5/20/2015 Terminated)

Maryland

Registered Investment Advisory firm - (5/19/2015 Terminated)

Virginia

Registered Investment Advisory firm - (5/20/2015 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117

Mailing Address

Phone number

(410) 363-7211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROSPERITY BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	5,557
AUM (Assets Under Management)	$ 3,195,898,263

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan D. Tyrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Dennis Tyrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAI SECURITIES, LLC

EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC

APW CAPITAL, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

PRINCIPAL SECURITIES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

PROSPERITY - AN EISNERAMPER COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2020

Series 63

Date: 6/17/2004

SIE

Date: 10/1/2018

Series 6

Date: 5/28/2003

FINRA

Current Firm

PROSPERITY - AN EISNERAMPER COMPANY

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSPERITY - AN EISNERAMPER COMPANY

TRUST BUT VERIFY

Similar Advisors