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Ryan Thomas Bouchard

AIF®
RISING TIDE WEALTH ADVISORY SOLUTIONS
ST. LOUIS, MO
·CRD# 4673891·20 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

20 years in the financial services industry

Current & Past Employments

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC·CRD# 319630
RIA
2 Cityplace Drive 2nd Floor, St. Louis, MO 63141
May 26, 2022 - Present
BRAND ASSET MANAGEMENT GROUP, INC.·CRD# 106162
RIA
Chesterfield, MO
January 15, 2014 - June 16, 2022
AVONDALE PARTNERS, LLC·CRD# 46838
BD
St. Louis, MO
February 17, 2009 - December 11, 2013
PIPER SANDLER & CO.·CRD# 665
RIA
Webster Grove, MO
December 4, 2007 - March 25, 2008
PIPER SANDLER & CO.·CRD# 665
BD
Clayton, MO
December 4, 2007 - December 19, 2008
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
November 22, 2006 - December 3, 2007

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Current Firm

RT
RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

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

CRD#: 319630
Missouri
Registered Investment Advisory firm - Missouri (5/26/2022 Approved)

Contact Information

Main Address

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

Phone Number

(314) 210-7814

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

104

AUM (Assets Under Management)

$19,167,280

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2007About the Series 66 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Mar 2007About the Series 87 exam

Series 86 — Research Analyst Exam - Part I Analysis Module

Passed Mar 2007About the Series 86 exam

Series 7 — General Securities Representative Examination

Passed Nov 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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