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Ryan P. Collins

INVICTUS ADVISORY SERVICES
Buffalo, NY 14224
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CRD#: 5676480
RC

Professional summary


Ryan P Collins, who also goes by Ryan Patrick Collins, Ryan Collins, is a registered financial advisor currently at INVICTUS ADVISORY SERVICES located in Buffalo, New York.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan Patrick Collins | Ryan Collins

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.
NAME: MILESTONE CONSULTING, LLC INV REL: N ADD: 737 MAIN STREET, BUFFALO NY 14203 NATURE: OTHER POSITION: EMPLOYEE START DATE: 06/01/2013 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DESCRIBE DUTIES: CONSULTING SERVICES ASSISTING ATTORNEYS AND PLAINTIFFS TO ENSURE PROPER RECEIPT OF SETTLEMENT FUNDS. WE FOCUS ON SETTLEMENT PRESERVATION AND COORDINATION, ECONOMIC ANALYSIS PRE-SETTLEMENT, PROTECTION OF GOVERNMENT BENEFITS, TRUST SERVICES, AND ASSET PRESERVATION. NOT INVESTMENT RELATED, WILL NOT ACT A REGISTERED REP IN ANY CAPACITY

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan P Collins'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®
None

Experience


Current

February 12, 2024 - Present

INVICTUS ADVISORY SERVICES

Office #1: 1090 Union Road Suite 230, Buffalo, NY 14224
RIA
CRD#: 312399
Buffalo, NY
Past

August 23, 2021 - December 31, 2023

INVICTUS ADVISORY SERVICES

RIA
CRD#: 312399
BUFFALO, NY
Past

November 9, 2009 - September 5, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
AMHERST, NY

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
New York
(2/12/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/6/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IA
INVICTUS ADVISORY SERVICES
INVICTUS ADVISORY SERVICES | PARAMOUNT WEALTH | INVICTUS ADVISORY SERVICES LLC

CRD#: 312399 / SEC#:

New York
Registered Investment Advisory firm - (2/12/2024 Approved)
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Contact information


Main Address
1090 Union Road Suite 230, Buffalo, NY 14224
Mailing Address
Phone number
(716) 712-0127
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts64
AUM (Assets Under Management)$ 25,440,679

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


INVICTUS ADVISORY SERVICES

CRD#: 312399Buffalo, NY 14224

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