Ryan T. Bouchard

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

St. Louis, MO 63141

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CRD#: 4673891

Professional summary

Ryan Thomas Bouchard, AIF® is a registered financial advisor currently at RISING TIDE WEALTH ADVISORY SOLUTIONS LLC located in St. Louis, Missouri.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 5 firms and has passed the Series 66, Series 87, Series 86 and Series 7 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.

Ryan Bouchard is the founder of DataViz, LLC in which he Conducts data analysis on economic variables. This activity accounts for approximately 0% of their time of which 0% is during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Bouchard'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 26, 2022 - Present

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

Office #1: 2 Cityplace Drive 2nd Floor, St. Louis, MO 63141

RIA

CRD#: 319630

St. Louis, MO

Past

January 15, 2014 - June 16, 2022

BRAND ASSET MANAGEMENT GROUP, INC.

RIA

CRD#: 106162

CHESTERFIELD, MO

Past

February 17, 2009 - December 11, 2013

AVONDALE PARTNERS, LLC

CRD#: 46838

ST. LOUIS, MO

Past

December 4, 2007 - March 25, 2008

PIPER SANDLER & CO.

RIA

CRD#: 665

WEBSTER GROVE, MO

Past

December 4, 2007 - December 19, 2008

PIPER SANDLER & CO.

CRD#: 665

CLAYTON, MO

Past

November 22, 2006 - December 3, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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

Missouri
(5/26/2022)

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

State Security Law Exam

IAR

Series 66

Date: 2/2/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 87

Date: 3/30/2007

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 3/21/2007

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 11/21/2006

General Securities Representative Examination

Current Firm

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

RISING TIDE ADVISORY SOLUTIONS LLC | RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

CRD#: 319630 / SEC#:

Missouri

Registered Investment Advisory firm - (5/26/2022 Approved)

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Contact information

Main Address

2 Cityplace Drive 2nd Floor, St. Louis, MO 63141

Mailing Address

Phone number

(314) 210-7814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 3,186,605

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.

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Ryan T. Bouchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Bouchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

BRAND ASSET MANAGEMENT GROUP, INC.

AVONDALE PARTNERS, LLC

PIPER SANDLER & CO.

PIPER SANDLER & CO.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2007

Series 87

Date: 3/30/2007

Series 86

Date: 3/21/2007

Series 7

Date: 11/21/2006

Current Firm

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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