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RU

Ryan M. Uszenski

ASCENTIS WEALTH MANAGEMENT
St. Thomas, VI 00802
Some features on this profile are disabled
CRD#: 4726467
RU

Professional summary

Ryan Michael Uszenski is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC 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 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Uszenski'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

February 4, 2026 - Present

ASCENTIS WEALTH MANAGEMENT, LLC

Office #1: 840 Eastern Nazareth, St. Thomas, VI 00802
RIA
CRD#: 330923
St. Thomas, VI
Past

May 9, 2022 - January 5, 2026

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".
AW
ASCENTIS WEALTH MANAGEMENT, LLC
ABMEYER WEALTH MANAGEMENT | ORG WEALTH PARTNERS LLC | ORG WEALTH PARTNERS | CAP | ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923 / SEC#: 801-130034

RIA
Registered Investment Advisory firm - (4/25/2024 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
(2/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/8/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/24/2003
General Securities Representative Examination

Current Firm

AW
ASCENTIS WEALTH MANAGEMENT, LLC
ABMEYER WEALTH MANAGEMENT | ORG WEALTH PARTNERS LLC | ORG WEALTH PARTNERS | CAP | ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923 / SEC#: 801-130034

RIA
Registered Investment Advisory firm - (4/25/2024 Approved)
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Contact information

Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(214) 440-3909
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASCENTIS WEALTH WRAP BROCHURE (08.2025) (8/4/2025)
ASCENTIS WEALTH MANAGEMENT, LLC (8/4/2025)

Regulatory assets under management

Total Number of Accounts808
AUM (Assets Under Management)$ 556,541,845

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.

Company Information

ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923St. Thomas, VI 00802

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