RM
Ryan A. Maglio
INVESCO ADVISERS
Atlanta, GA
Some features on this profile are disabled
CRD#: 6691891
RM
Professional summary
Ryan Anthony Maglio, who also goes by Ryan Anthony Maglio, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Atlanta, Georgia and INVESCO DISTRIBUTORS, INC. located in North Chesterfield, Virginia.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Ryan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Anthony Maglio
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2017; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 3; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: WEALTH MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING & INVESTMENT MANAGEMENT SERVICES; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING & INVESTMENT MANAGEMENT;
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Anthony Maglio'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
January 16, 2024 - Present
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
Atlanta, GA
Current
January 16, 2024 - Present
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
North Chesterfield, VA
Past
December 7, 2022 - September 25, 2023
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RICHMOND, VA
Past
December 7, 2022 - September 25, 2023
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RICHMOND, VA
Past
June 13, 2022 - November 14, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
March 17, 2022 - December 1, 2022
SAGEVIEW ADVISORY GROUP, LLC
RIA
CRD#: 126777
Glen Allen, VA
Past
March 9, 2021 - March 15, 2022
CAPITAL ONE INVESTING, INC.
RIA
CRD#: 285084
MCLEAN, VA
Past
April 8, 2020 - January 6, 2021
HAYDEN ROYAL
RIA
CRD#: 170037
Richmond, VA
Past
March 30, 2020 - January 6, 2021
ZERMATT SECURITIES LLC
BD
CRD#: 47502
CHARLOTTE, NC
Past
October 10, 2017 - March 23, 2020
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RICHMOND, VA
Past
October 10, 2017 - March 23, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RICHMOND, VA
Past
October 18, 2016 - October 3, 2017
EDWARD JONES
RIA
CRD#: 250
Chesterfield, VA
Past
September 28, 2016 - October 3, 2017
EDWARD JONES
BD
CRD#: 250
Chesterfield, VA
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".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/16/2024)
RR
Alaska(1/16/2024)
RR
Arizona(1/16/2024)
RR
Arkansas(1/16/2024)
RR
California(1/16/2024)
RR
Colorado(1/16/2024)
RR
Connecticut(1/16/2024)
RR
Delaware(1/16/2024)
RR
District of Columbia(1/16/2024)
RR
Florida(1/16/2024)
RR
Georgia(1/16/2024)
RR
Hawaii(1/16/2024)
RR
Idaho(1/16/2024)
RR
Illinois(1/16/2024)
RR
Indiana(1/16/2024)
RR
Iowa(1/16/2024)
RR
Kansas(1/16/2024)
RR
Kentucky(1/16/2024)
RR
Louisiana(1/16/2024)
RR
Maine(1/16/2024)
RR
Maryland(1/16/2024)
RR
Massachusetts(1/16/2024)
RR
Michigan(1/16/2024)
RR
Minnesota(1/16/2024)
RR
Mississippi(1/16/2024)
RR
Missouri(1/16/2024)
RR
Montana(1/16/2024)
RR
Nebraska(1/16/2024)
RR
Nevada(1/16/2024)
RR
New Hampshire(1/16/2024)
RR
New Jersey(1/16/2024)
RR
New Mexico(1/16/2024)
RR
New York(1/16/2024)
RR
North Carolina(1/16/2024)
RR
North Dakota(1/16/2024)
RR
Ohio(1/16/2024)
RR
Oklahoma(1/16/2024)
RR
Oregon(1/16/2024)
RR
Pennsylvania(1/16/2024)
RR
Puerto Rico(1/16/2024)
RR
Rhode Island(1/16/2024)
RR
South Carolina(1/16/2024)
RR
South Dakota(1/16/2024)
RR
Tennessee(1/16/2024)
RR
Texas(1/16/2024)
IAR
Texas(1/16/2024)
RR
Utah(1/16/2024)
RR
Vermont(1/16/2024)
RR
Virgin Islands(1/16/2024)
RR
Virginia(1/16/2024)
RR
Washington(1/16/2024)
RR
West Virginia(1/16/2024)
RR
Wisconsin(1/16/2024)
RR
Wyoming(1/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/27/2024 | ||
| 10/27/2023 |
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.
