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RS

Ryan A. Sawyer

SAWYER INVESTMENT MANAGEMENT COMPANY
Colleyville, TX 76034
Some features on this profile are disabled
CRD#: 6120795
RS

Professional summary

Ryan Alexander Sawyer is a registered financial advisor currently at SAWYER INVESTMENT MANAGEMENT COMPANY located in Colleyville, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 3 firms and has passed the Series 65, SIE and Series 79 exams.

top-8-questions

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.
name: Ryan A. Sawyer, CPA, PLLC not investment-related PO Box 1871; Colleyville, TX 76034 Accounting; Owner start date: 01/24/2019 hours/month: 240; 8 hours per day during securities trading hours duties: Client and employee management; audit financial statements; firm administration; business development; compliance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alexander Sawyer'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 17, 2015 - Present

SAWYER INVESTMENT MANAGEMENT COMPANY

Office #1: 1005 Glade Road Suite 135, Colleyville, TX 76034
RIA
CRD#: 174535
Colleyville, TX
Past

February 19, 2016 - August 28, 2018

HEXT CAPITAL PARTNERS LLC

BD
CRD#: 34040
DALLAS, TX
Past

March 5, 2013 - March 18, 2014

COMMUTER CAPITAL, LP

RIA
CRD#: 165578
MONTICELLO, AR

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
Texas
(2/17/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 2/19/2016
Investment Banking Registered Representative Examination

Current Firm

SI
SAWYER INVESTMENT MANAGEMENT COMPANY
SAWYER INVESTMENT MANAGEMENT COMPANY | SAWYER, RYAN ALEXANDER

CRD#: 174535 / SEC#:

Texas
Registered Investment Advisory firm - (2/17/2015 Approved)
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Contact information

Main Address
1005 Glade Road Suite 135, Colleyville, TX 76034
Mailing Address
P.o. Box 1871, Colleyville, TX 76034
Phone number
(469) 972-9937
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 337,000

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

SAWYER INVESTMENT MANAGEMENT COMPANY

CRD#: 174535Colleyville, TX 76034

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