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RE

Ryan A. Eber

PERSHING ADVISOR SOLUTIONS
Lake Mary, FL 32746
Some features on this profile are disabled
CRD#: 6545056
RE

Professional summary

Ryan Adam Eber is a registered financial professional currently at PERSHING ADVISOR SOLUTIONS LLC located in Lake Mary, Florida.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2016. Ryan has worked at 4 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 53, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Adam Eber'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

March 9, 2020 - Present

PERSHING ADVISOR SOLUTIONS LLC

Office #1: 300 Colonial Center Parkway 4th Floor, Lake Mary, FL 32746Office #2: 600 Colonial Center Parkway, Lake Mary, FL 32746
BD
CRD#: 36671
Lake Mary, FL
Past

November 12, 2021 - February 26, 2026

PERSHING LLC

BD
CRD#: 7560
LAKE MARY, FL
Past

May 23, 2019 - February 13, 2020

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
CASSELBERRY, FL
Past

May 23, 2019 - February 13, 2020

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

June 18, 2018 - May 23, 2019

PERSHING ADVISOR SOLUTIONS LLC

BD
CRD#: 36671
LAKE MARY, FL
Past

September 7, 2016 - June 20, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

July 18, 2016 - June 20, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ORLANDO, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Florida
(3/9/2020)
RR
New Jersey
(3/11/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/25/2021
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/20/2021
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/2/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/6/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/17/2016
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

PA
PERSHING ADVISOR SOLUTIONS LLC
PERSHING ADVISOR SOLUTIONS LLC | PERSHING TRADING COMPANY, L.P.

CRD#: 36671 / SEC#: , 8-47425

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Pershing Plaza, Jersey City, NJ 07399
Mailing Address
One Pershing Plaza, Jersey City, NJ 07399
Phone number
(201) 413-2000
Established
Delaware since 09/08/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAS HOLDINGS LLCHOLDING COMPANY
CROWLEY, JAMES THOMASCHIEF EXECUTIVE OFFICER (CEO), GLOBAL HEAD, BOARD MEMBER1087182
DAVID, ERIC CIMARRONPRINCIPAL OPERATIONS OFFICER, CHIEF OPERATIONS OFFICER3132045
HARRISON, BENJAMIN WARDBOARD MEMBER, HEAD OF THE BUSINESS3121159
KEARNEY, JAMES FRANCIS IIICHIEF RISK OFFICER (CRO)6388373
LOFLING, JASON ROBERTBOARD MEMBER5177277
MUTTERER, FRANK PAULCHIEF FINANCIAL OFFICER (CFO), PRINCIPAL FINANCIAL OFFICER (PFO)2088419
WEISS, NINA KATECHIEF COMPLIANCE OFFICER (CCO), BOARD MEMBER2642331

Disclosures

Regulatory Event17

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

PERSHING ADVISOR SOLUTIONS LLC

CRD#: 36671Lake Mary, FL 32746

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