Ryan Carney
CFP®Professional Summary
Ryan Carney, CFP® is a registered financial advisor currently at WINTHROP PARTNERS - WNY, LLC located in Orchard, New York. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LOCUST CAPITAL MANAGEMENT-WNY, LLC | WINTHROP PARTNERS - WNY, LLC
Contact Information
Main Address
21 Princeton Place Suite 230, Orchard, NY 14127Phone Number
(716) 508-8178# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
302AUM (Assets Under Management)
$186,229,903Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
LOCUST CAPITAL MANAGEMENT-WNY, LLC | WINTHROP PARTNERS - WNY, LLC
State Registrations and Notice Filings
(5/18/2021)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Carney's CRS (Customer Relationship Summary).
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