Ryan A. Wyatt

WYZE WEALTH ADVISORS

CANONSBURG, PA 15317

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CRD#: 6686091

Professional summary

Ryan Andrew Wyatt, CFP®, CIMA®, who also goes by Ryan A Wyatt, Ryan Andrew Wyatt, is a registered financial advisor currently at WYZE WEALTH ADVISORS, LLC located in Canonsburg, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan A Wyatt | Ryan Andrew Wyatt

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.

Ryan Wyatt investment-related 1800 Main Street, Suite 230, Canonsburg, PA 15317 insurance Licensed Insurance Agent 07/2019 0-1 hours per month 0 hours during trading sell insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Wyatt'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

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 18, 2024 - Present

WYZE WEALTH ADVISORS, LLC

Office #1: 1800 Main Street Suite 230, Canonsburg, PA 15317

RIA

CRD#: 329413

CANONSBURG, PA

Past

November 20, 2020 - August 23, 2024

TRUE WEALTH DESIGN, LLC

RIA

CRD#: 143194

CANONSBURG, PA

Past

May 20, 2019 - November 26, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Richmond, VA

Past

April 25, 2019 - November 26, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Richmond, VA

Past

August 12, 2016 - April 9, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

WYZE WEALTH ADVISORS, LLC

CRD#: 329413 / SEC#: 801-129933

RIA

Registered Investment Advisory firm - (4/18/2024 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

Pennsylvania
(9/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/20/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/23/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2016

General Securities Representative Examination

Current Firm

WYZE WEALTH ADVISORS, LLC

CRD#: 329413 / SEC#: 801-129933

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

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Contact information

Main Address

1800 Main Street Suite 230, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 747-6451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/20/2025)

Regulatory assets under management

Total Number of Accounts	407
AUM (Assets Under Management)	$ 230,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Ryan A. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH DESIGN, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

WYZE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2019

Series 63

Date: 8/23/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/12/2016

Current Firm

WYZE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WYZE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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