Ryan R. Firth
MERCER STREET PERSONAL FINANCIAL SERVICES
Bellaire, TX 77401
Some features on this profile are disabled
CRD#: 5219584
Professional summary
Ryan Robert Firth, CFP®, who also goes by Ryan Firth, is a registered financial advisor currently at MERCER STREET PERSONAL FINANCIAL SERVICES located in Bellaire, Texas and INTEGRITY FINANCIAL PLANNING, LLC located in Bellaire, Texas.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 2 firms and has passed the Series 65 exam.
Biography
Hi, I'm Ryan. I started Mercer Street Company because I believe there's an under-served market out there looking for sound, objective advice from a qualified professional who isn't looking to sell a financial product or will only work with folks based on how much money they have to invest. That was my experience when I was looking for a financial advisor to help me with my personal finances. I've spent nearly two decades working as a financial consultant to businesses in various industries, having started my professional career at international accounting firm Ernst & Young working in the NYC and London financial services offices. I now draw upon those professional and personal experiences to help clients address their unique financial concerns.
I am passionate about blockchain technology such as cryptocurrencies. I have been closely following this space since 2015, and in that short time, I have accumulated a wealth of knowledge that I enjoy sharing with clients and the general public.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Business Succession Planning
Inheritance
Comprehensive Financial Planni...
Tax Planning
Small Business Planning
Education Planning
Socially Responsible Investing
Do you have an area of expertise or specialization?
Business Owners
ExPat and Cross Border Issues
High Net Worth Client Needs
Hourly
Investment Advice without Ongo...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Ryan Firth
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.
1) January 2018, Ryan Firth is the owner of Mercer Street Personal Financial Services, a registered investment adviser in which he provides Financial Planning and Investment Advisory Services. He spends approximately 75% of his time working for Mercer Street Personal Financial Services. 2) March 2021, Ryan Firth is a financial planner and investment adviser representative of Integrity Financial Planning, an independent and unaffiliated third-party financial planning firm that is registered as an investment adviser. He spends approximately 25% of his time working for Integrity Financial Planning. His client relationships with Integrity Financial Planning and Mercer Street Personal Financial Services are separate and distinct, and therefore this relationship is not anticipated to present a conflict of interest.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Robert Firth'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®
CFP®
Start date: 2022
Experience
Current
June 18, 2018 - Present
MERCER STREET PERSONAL FINANCIAL SERVICES
Office #1: 6750 West Loop S, Suite 725, Bellaire, TX 77401RIA
CRD#: 292972
Bellaire, TX
Current
March 9, 2021 - Present
INTEGRITY FINANCIAL PLANNING, LLC
Office #1: 6750 West Loop S, Suite 725, Bellaire, TX 77401RIA
CRD#: 310974
Bellaire, TX
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
Louisiana(11/10/2021)
IAR
Texas(6/18/2018)
Current Firm
IF
INTEGRITY FINANCIAL PLANNING, LLC
INTEGRITY FINANCIAL PLANNING, LLC
CRD#: 310974 / SEC#:
Louisiana
Registered Investment Advisory firm - (9/7/2021 Approved)Texas
Registered Investment Advisory firm - (10/30/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Katy, TX
Mailing Address
23501 Cinco Ranch Blvd Ste H120-172, Katy, TX 77494
Phone number
(501) 348-1107
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 4,124,398 |
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.
