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Ryan C Kemp

Ryan C. Kemp

CYNDEO WEALTH PARTNERS | Account Vice President
Knoxville, TN
Some features on this profile are disabled
CRD#: 6561263
Ryan C Kemp

Professional summary

Ryan C Kemp, CFP®, who also goes by Ryan C. Kemp, Ryan Kemp, is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in Knoxville, Tennessee.

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.

top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Ryan C. Kemp | Ryan Kemp

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.TKO Group, LLC / Not investment-related / 5923 Kingston Pike Ste 195 Knoxville, TN 37919 / Ecommerce / LLC Member / Start date: 8/29/22 / 5-10 hours per month / 0 hours during trading hours / Business development, product sourcing, legal 2. Insurance license / Non-investment related / Health and life insurance / Insurance agent / Sells health and life insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan C Kemp'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

March 8, 2024 - Present

CYNDEO WEALTH PARTNERS

RIA
CRD#: 307781
Knoxville, TN
Past

November 23, 2015 - March 22, 2024

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
KNOXVILLE, TN
Past

October 28, 2015 - March 22, 2024

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
KNOXVILLE, TN

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".
CW
CYNDEO WEALTH PARTNERS
CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA
Registered Investment Advisory firm - (6/3/2020 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.

Highlighted states indicate IAR registrations

IAR
Tennessee
(3/8/2024)
IAR
Texas
(3/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2015
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: 10/28/2015
General Securities Representative Examination

Current Firm

CW
CYNDEO WEALTH PARTNERS
CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA
Registered Investment Advisory firm - (6/3/2020 Approved)
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Contact information

Main Address
200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701
Mailing Address
Phone number
(727) 472-3700
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (27 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYNDEO WEALTH PARTNERS ADV BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts4,011
AUM (Assets Under Management)$ 2,580,844,138

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
09/11/2024
Cover Page
Report
11/27/2023
Cover Page
Report

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

CYNDEO WEALTH PARTNERS

Account Vice PresidentCRD#: 307781Knoxville, TN

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Contact information

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