Ryan D. Mcpherson
Professional summary
Ryan Davidson Mcpherson, CFP®, who also goes by Ryan D Mcpherson, is a registered financial advisor currently at INTELLIGENT WORTH located in Atlanta, Georgia and SMARTPATH ADVISORS located in Atlanta, Georgia.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Davidson Mcpherson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
July 26, 2017 - Present
INTELLIGENT WORTH
August 16, 2019 - Present
SMARTPATH ADVISORS
June 23, 2015 - June 13, 2017
COMMONWEALTH FINANCIAL NETWORK
May 1, 2015 - June 13, 2017
COMMONWEALTH FINANCIAL NETWORK
June 1, 2009 - January 13, 2012
MORGAN STANLEY
June 1, 2009 - January 13, 2012
MORGAN STANLEY
July 25, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
July 4, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/26/2017)
(1/4/2021)
Exams
Current Firm
INTELLIGENT WORTH
CRD#: 289187 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 305,065 |
Red Flags
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