AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RV

Ryan P. Voet

OSAIC INSTITUTIONS
Milford, OH 45150
Some features on this profile are disabled
CRD#: 6402939
RV

Professional summary

Ryan Patrick Voet, who also goes by Ryan Patrick Voet, Ryan Voet, is a registered financial advisor currently at OSAIC INSTITUTIONS, INC. located in Milford, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Patrick Voet | Ryan Voet

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Client Relationship Summary) - BD

Click below to view Ryan Patrick Voet'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

October 16, 2025 - Present

OSAIC INSTITUTIONS, INC.

Office #1: 744 State Route 29, Milford, OH 45150Office #2: 25 Garfield Place, Cincinnati, OH 45202Office #3: 9960 Springfield Pike,, Cincinnati, OH 45215Office #4: 3521 Erie Avenue, Cincinnati, OH 45208Office #5: 7391 Beechmont Ave, Cincinnati, OH 45230Office #6: 6934 Miami Ave, Madeira, OH 45243
RIA
BD
CRD#: 35371
Milford, OH
Current

October 16, 2025 - Present

OSAIC INSTITUTIONS, INC.

Office #1: 744 State Route 29, Milford, OH 45150Office #2: 25 Garfield Place, Cincinnati, OH 45202Office #3: 9960 Springfield Pike,, Cincinnati, OH 45215Office #4: 3521 Erie Avenue, Cincinnati, OH 45208Office #5: 7391 Beechmont Ave, Cincinnati, OH 45230Office #6: 6934 Miami Ave, Madeira, OH 45243
RIA
BD
CRD#: 35371
Milford, OH
Past

August 21, 2022 - October 27, 2025

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
CINCINNATI, OH
Past

August 19, 2022 - October 27, 2025

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
CINCINNATI, OH
Past

November 11, 2021 - August 10, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
COVINGTON, KY
Past

November 5, 2021 - August 10, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
COVINGTON, KY
Past

September 17, 2019 - June 18, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
Cincinnati, OH
Past

September 17, 2019 - June 18, 2021

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
Cincinnati, OH
Past

January 2, 2018 - July 15, 2019

BB&T SECURITIES, LLC

RIA
CRD#: 142785
NEWPORT, KY
Past

January 2, 2018 - July 15, 2019

BB&T SECURITIES, LLC

BD
CRD#: 142785
NEWPORT, KY
Past

May 3, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
FLORENCE, KY
Past

May 3, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
FLORENCE, KY
Past

February 12, 2015 - May 5, 2017

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CINCINNATI, OH
Past

October 27, 2014 - May 5, 2017

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CINCINNATI, OH

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".
OI
OSAIC INSTITUTIONS, INC.
CONNECTICUT ASSOCIATION SECURITIES, INC. | OSAIC INSTITUTIONS, INC. | INFINEX INVESTMENTS, INC.

CRD#: 35371 / SEC#: 801-67242, 8-46661

RIA
Registered Investment Advisory firm - SEC (11/2/2006 Approved)
Connecticut
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Indiana
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Maine
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (3/23/2007 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Ohio
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(10/16/2025)
RR
Kentucky
(10/16/2025)
RR
Ohio
(10/16/2025)
IAR
Ohio
(10/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OI
OSAIC INSTITUTIONS, INC.
CONNECTICUT ASSOCIATION SECURITIES, INC. | OSAIC INSTITUTIONS, INC. | INFINEX INVESTMENTS, INC.

CRD#: 35371 / SEC#: 801-67242, 8-46661

RIA
Registered Investment Advisory firm - SEC (11/2/2006 Approved)
Connecticut
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Indiana
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Maine
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (3/23/2007 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Ohio
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
538 Preston Avenue, Meriden, CT 06450-4858
Mailing Address
538 Preston Avenue, Meriden, CT 06450-4858
Phone number
(203) 599-6000
Established
Connecticut since 04/07/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
630

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV 2A (3/31/2025)
ADV WRAP APPENDIX - AMP (3/31/2025)
ADV WRAP APPENDIX - ADVISOR MANAGED (LEGACY USE ONLY) (3/31/2025)
ADV WRAP APPENDIX - WEALTHSELECT (LEGACY USE ONLY) (3/31/2025)
ADV WRAP APPENDIX - UMA (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
OSAIC INSTITUTIONS HOLDINGS, INC.HOLDING COMPANY
AMARANTE, STEPHEN PAULPRESIDENT, CEO AND DIRECTOR3165067
CORNICK, GREGORY ALLENDIRECTOR3132991
HAMMOND, DORI JAMILLECHIEF COMPLIANCE OFFICER3259012
MITCHELL, CHRISTOPHER MILLSCORPORATE TREASURER, FINANCIAL AND OPERATIONS PRINCIPAL2420144
PRICE, JAMES DALECHAIRMAN1243224
SCHLUETER, MATTHEW ADAMDIRECTOR AND EXECUTIVE VICE PRESIDENT OPERATIONS AND TECHNOLOGY SOLUTIONS2627931

Regulatory assets under management

Total Number of Accounts8,779
AUM (Assets Under Management)$ 4,024,448,971

Disclosures

Regulatory Event8

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

OSAIC INSTITUTIONS, INC.

CRD#: 35371Milford, OH 45150

TRUST BUT VERIFY

Monitor Ryan Voet

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jamie Mittiga Powell
Jamie PowellAdvisorCheck Check Mark
CAPITAL ADVISORY SERVICES, LLC
IAR
RR
West Chester, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.