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RM

Ryan P. Mabry

MABRY WEALTH MANAGEMENT
Fort Wayne, IN 46804
Some features on this profile are disabled
CRD#: 6575840
RM

Professional summary


Ryan Patrick Mabry, who also goes by Ryan Mabry, is a registered financial advisor currently at MABRY WEALTH MANAGEMENT, LLC located in Fort Wayne, Indiana.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan Mabry

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.
Canterbury School Type of business: School Fort Wayne, IN Start date: 11/15/2017 5th Grade Boys Head Coach Hours per week: 1 Hours during trading: 3 Coach 5th grade boys' basketball team.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Patrick Mabry'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

January 15, 2019 - Present

MABRY WEALTH MANAGEMENT, LLC

Office #1: 3262 Mallard Cove Lane, Fort Wayne, IN 46804
RIA
CRD#: 300368
Fort Wayne, IN
Past

April 21, 2016 - January 2, 2019

EDWARD JONES

RIA
CRD#: 250
FT WAYNE, IN
Past

February 29, 2016 - January 2, 2019

EDWARD JONES

BD
CRD#: 250
FT WAYNE, IN
Past

October 28, 2015 - February 16, 2016

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN

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
Indiana
(1/15/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/19/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MW
MABRY WEALTH MANAGEMENT, LLC
MABRY WEALTH MANAGEMENT, LLC

CRD#: 300368 / SEC#:

Indiana
Registered Investment Advisory firm - (1/15/2019 Approved)
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Contact information


Main Address
3262 Mallard Cove Lane, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 600-0123
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts222
AUM (Assets Under Management)$ 11,000,000

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


MABRY WEALTH MANAGEMENT, LLC

CRD#: 300368Fort Wayne, IN 46804

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