Daniel T. Ryan
SINCERUS ADVISORY
New York, NY
Some features on this profile are disabled
CRD#: 5476606
Professional summary
Daniel Thomas Ryan, CFP®, who also goes by Dann Ryan, is a registered financial advisor currently at SINCERUS ADVISORY located in New York, New York.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 2 firms and has passed the Series 65 exam.
Biography
Dann has more than a decade providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients.
Question & Answer
What are your service offerings?
Insurance Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Generation X
High Net Worth Client Needs
Millennials
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Dann Ryan
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Thomas Ryan'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: 2010
Experience
Current
August 20, 2019 - Present
SINCERUS ADVISORY
RIA
CRD#: 300559
New York, NY
Past
January 31, 2008 - November 16, 2009
BROWNSON, REHMUS & FOXWORTH, INC.
RIA
CRD#: 110608
CHICAGO, IL
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".
SINCERUS ADVISORY
SINCERUS ADVISORY | SINCERUS ADVISORY, LLC
CRD#: 300559 / SEC#: 801-119083
RIA
Registered Investment Advisory firm - (7/23/2020 Approved)California
Registered Investment Advisory firm - (12/17/2020 Terminated)Florida
Registered Investment Advisory firm - (11/17/2020 Terminated)New York
Registered Investment Advisory firm - (11/17/2020 Terminated)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
California(5/14/2020)
IAR
New York(3/10/2021)
IAR
Texas(11/17/2020)
Current Firm
SINCERUS ADVISORY
SINCERUS ADVISORY | SINCERUS ADVISORY, LLC
CRD#: 300559 / SEC#: 801-119083
RIA
Registered Investment Advisory firm - (7/23/2020 Approved)California
Registered Investment Advisory firm - (12/17/2020 Terminated)Florida
Registered Investment Advisory firm - (11/17/2020 Terminated)New York
Registered Investment Advisory firm - (11/17/2020 Terminated)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
New York, NY
Mailing Address
99 Wall St. #185, New York, NY 10005
Phone number
(212) 203-7376
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 562 |
| AUM (Assets Under Management) | $ 180,135,846 |
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.
