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RM

Ryan S. Mcdaniel

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CRD#: 5622320
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan S Mcdaniel, who also goes by Ryan Seth Mcdaniel, Ryan Mcdaniel, was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2008. Ryan had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan Seth Mcdaniel | Ryan Mcdaniel

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 20, 2015 - March 6, 2017

CHANEY CAPITAL MANAGEMENT INC.

RIA
CRD#: 116511
LYNNWOOD, WA
Past

February 22, 2013 - January 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SHORELINE, WA
Past

February 21, 2013 - January 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SHORELINE, WA
Past

December 2, 2009 - March 21, 2011

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

December 2, 2009 - March 21, 2011

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

February 6, 2009 - June 5, 2009

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
SAN ANTONIO, TX
Past

December 25, 2008 - June 5, 2009

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
SAN ANTONIO, TX

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".
CC
CHANEY CAPITAL MANAGEMENT INC.
CHANEY CAPITAL MANAGEMENT INC.

CRD#: 116511 / SEC#: 801-67807

RIA
Registered Investment Advisory firm - (4/19/2007 Approved)
Washington
Registered Investment Advisory firm - (9/17/2007 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/29/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CHANEY CAPITAL MANAGEMENT INC.
CHANEY CAPITAL MANAGEMENT INC.

CRD#: 116511 / SEC#: 801-67807

RIA
Registered Investment Advisory firm - (4/19/2007 Approved)
Washington
Registered Investment Advisory firm - (9/17/2007 Terminated)
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Contact information


Main Address
3500 188th Street Sw Suite #445, Lynnwood, WA 98037
Mailing Address
Phone number
(425) 673-4060
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 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

CHANEY CAPITAL MANAGEMENT (1/9/2025)

Regulatory assets under management


Total Number of Accounts1,139
AUM (Assets Under Management)$ 390,000,000

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


CHANEY CAPITAL MANAGEMENT INC.

CRD#: 116511

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