AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RS

Ryan Stango

SCHWAB WEALTH ADVISORY
Orlando, FL
·CRD# 5842468·16 years experience

Professional Summary

Ryan Stango, who also goes by Ryan M Stango, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ryan has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan M Stango

Blog Corner

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
View profile
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

Years of Experience

16 years in the financial services industry

Current & Past Employments

SCHWAB WEALTH ADVISORY, INC.·CRD# 159035
RIA
1958 Summit Park Dr, Orlando, FL 32810
August 28, 2026 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
BD
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810
August 5, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Pennington, NJ
February 8, 2017 - June 22, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Pennington, NJ
February 8, 2017 - June 22, 2026
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Woodbridge, NJ
January 25, 2011 - February 10, 2017
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Woodbridge, NJ
November 5, 2010 - February 10, 2017

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - SEC (12/9/2011 Approved)

Contact Information

Main Address

425 Market Street 17th Floor, San Francisco, CA 94105

Phone Number

(415) 667-7000

# of Employees

1,457

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (6/29/2026)

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

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) Twitch Interactive | Investment Related:No||Performing/Fine Arts|Streamer|2017-07-01|Less than 20|0|Live stream games

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

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".
SW
SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - SEC (12/9/2011 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(8/5/2026)
IAR
Florida
(8/28/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2010About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed May 2022About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Apr 2022About the Series 10 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

RN
Rahul Rakesh Nair

WELLS FARGO SECURITIES, LLC

CHARLOTTE, NC · CRD#
JS
John Walter Sanders Jr.

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD#
Christian Jeremiah Ohl
Christian Jeremiah Ohl

AMERIPRISE FINANCIAL SERVICES, LLC

NORFOLK, NE · CRD#
LB
Lawrence L Birch IV

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
RS
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required