Ryan J. Conlin

IAM ADVISORY LLC

Easton, PA 18042

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CRD#: 5789320

Professional summary

Ryan Joseph Conlin, CFP® is a registered financial advisor currently at IAM ADVISORY LLC located in Easton, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) RYAN CONLIN; POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/29/2011; ADDRESS: 137 N. Second Street, Easton PA 18042, United States; DESCRIPTION: Life, Health, and Accident licensed. Review needs and recommend life insurance, LTC, and disability income products to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Conlin'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

March 9, 2020 - Present

IAM ADVISORY LLC

Office #1: 137 North Second Street, Easton, PA 18042

RIA

CRD#: 305492

Easton, PA

Past

November 18, 2010 - June 30, 2020

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 128716

EASTON, PA

Past

July 20, 2010 - March 9, 2020

OSAIC WEALTH, INC.

CRD#: 23131

EASTON, PA

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".

IAM ADVISORY LLC

ANCHOR WEALTH STRATEGIES | TAX RELIEF INVESTMENTS | IAM ADVISORY LLC

CRD#: 305492 / SEC#: 801-117991

RIA

Registered Investment Advisory firm - (1/23/2020 Approved)

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

Pennsylvania
(3/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/2010

General Securities Representative Examination

Current Firm

IAM ADVISORY LLC

ANCHOR WEALTH STRATEGIES | TAX RELIEF INVESTMENTS | IAM ADVISORY LLC

CRD#: 305492 / SEC#: 801-117991

RIA

Registered Investment Advisory firm - (1/23/2020 Approved)

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Contact information

Main Address

137 North Second Street, Easton, PA 18042

Mailing Address

Phone number

(610) 258-3269

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAM FORM ADV2A DISCLOSURE BROCHURE (1/21/2025)

Regulatory assets under management

Total Number of Accounts	2,727
AUM (Assets Under Management)	$ 635,778,479

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.

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Ryan J. Conlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Conlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

IAM ADVISORY LLC

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

OSAIC WEALTH, INC.

Primary Firm SEC Registration

IAM ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2010

Current Firm

IAM ADVISORY LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAM ADVISORY LLC

TRUST BUT VERIFY

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