RU
Ryan M. Uszenski
ORG PARTNERS
St Thomas, VI
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CRD#: 4726467
RU
Professional summary
Ryan Michael Uszenski is a registered financial advisor currently at ORG PARTNERS located in St Thomas, .
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE 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.
Can Man dba Best Bev, not investment related,2512 Quakertown Rd Pennsburg PA 18073, manufacturing company, President, started 04/2021 30 hours a month during trading hours. XO Energy World Wide, not investment related, 6115 Estate Smith Bay St. Thomas VI 00802, risk management consulting to the energy industry, limited partner, started 01/2020, 30 hours a month during trading hours. MCOB VI, LLC, not investment related, no address, Entity that owns a Ritz-Carlton residence, member, started 01/2018, no hours Virgin Islands Swimming Federation, Treasurer, not investment related, organizing quickbooks with only 20 transactions per year. located in the virgin islands, no check writing capability
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Uszenski'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®
NoneExperience
Current
May 9, 2022 - Present
ORG PARTNERS
RIA
CRD#: 312728
St Thomas, VI
Past
May 22, 2017 - August 30, 2022
WEALTHSHIELD PARTNERS, LLC
RIA
CRD#: 169584
CARY, NC
Past
April 7, 2009 - May 1, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAINT THOMAS, VI
Past
April 7, 2009 - May 1, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAINT THOMAS, VI
Past
March 8, 2005 - April 15, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
ST. THOMAS, VI
Past
April 21, 2004 - April 15, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
ST. THOMAS, VI
Past
November 25, 2003 - March 16, 2004
MAXIM GROUP LLC
BD
CRD#: 120708
NEW YORK, NY
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".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)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
Virgin Islands(5/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
