DR
Daniel T. Ryan
ALIKOS WEALTH MANAGEMENT
Bethesda, MD 20814
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CRD#: 6618180
DR
Professional summary
Daniel Timothy Ryan is a registered financial advisor currently at ALIKOS WEALTH MANAGEMENT, LLC located in Bethesda, Maryland.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Timothy Ryan'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®
NoneExperience
Current
June 6, 2016 - Present
ALIKOS WEALTH MANAGEMENT, LLC
Office #1: 7700 Georgetown Road Suite 320, Bethesda, MD 20814RIA
CRD#: 282985
Bethesda, MD
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
District of Columbia(5/18/2018)
IAR
Maryland(6/6/2016)
IAR
Texas(1/3/2023)
IAR
Virginia(10/6/2016)
Current Firm
AW
ALIKOS WEALTH MANAGEMENT, LLC
ALIKOS WEALTH MANAGEMENT, LLC
CRD#: 282985 / SEC#:
District of Columbia
Registered Investment Advisory firm - (5/18/2018 Approved)Maryland
Registered Investment Advisory firm - (6/6/2016 Approved)Texas
Registered Investment Advisory firm - (1/3/2023 Conditional Restricted)Virginia
Registered Investment Advisory firm - (10/5/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Three Bethesda Metro Center Suite 320, Bethesda, MD 20814
Mailing Address
Phone number
(240) 880-1938
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 66,799,206 |
Red Flags
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