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RC

Ryan P. Collins

PARAMOUNT WEALTH ADVISORS
BUFFALO, NY 14224
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CRD#: 5676480
RC
Ryan P CollinsPARAMOUNT WEALTH ADVISORS

Professional summary


Ryan P Collins, who also goes by Ryan Patrick Collins, Ryan Collins, is a registered financial advisor currently at PARAMOUNT WEALTH ADVISORS 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.

At a Glance


Always Fiduciary

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).
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

PARAMOUNT WEALTH ADVISORS

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

August 23, 2021 - December 31, 2023

PARAMOUNT WEALTH ADVISORS

RIA
CRD#: 312399
BUFFALO, NY
Past

November 9, 2009 - September 5, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
AMHERST, NY

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".
PW
PARAMOUNT WEALTH ADVISORS
INVICTUS ADVISORY SERVICES | PARAMOUNT WEALTH ADVISORS | INVICTUS ADVISORY SERVICES LLC

CRD#: 312399 / SEC#: 801-136106

RIA
Registered Investment Advisory firm - (5/12/2026 Approved)
New York
Registered Investment Advisory firm - (5/26/2026 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
New York
(2/12/2024)

Exams


What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 2/6/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/22/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 9/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam

Current Firm


PW
PARAMOUNT WEALTH ADVISORS
INVICTUS ADVISORY SERVICES | PARAMOUNT WEALTH ADVISORS | INVICTUS ADVISORY SERVICES LLC

CRD#: 312399 / SEC#: 801-136106

RIA
Registered Investment Advisory firm - (5/12/2026 Approved)
New York
Registered Investment Advisory firm - (5/26/2026 Terminated)
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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

SEC notice filing (2 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVICTUS ADV PART 2AB (3/31/2026)

Regulatory assets under management


Total Number of Accounts86
AUM (Assets Under Management)$ 37,639,930

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


PARAMOUNT WEALTH ADVISORS

CRD#: 312399Buffalo, NY 14224

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