Ryan A. Bond
SAVVY
West Chester, PA
Some features on this profile are disabled
CRD#: 6761408
Professional summary
Ryan Alexander Bond, CFP®, who also goes by Ryan Bond, is a registered financial advisor currently at SAVVY located in West Chester, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I am a senior financial advisor and a CERTIFIED FINANCIAL PLANNER™ at Savvy. My journey into the financial advisory field began about eight years ago. I initially launched my career as an intern at Morgan Stanley during my college years. Subsequently, I transitioned to a position at Pennington Partners, a smaller firm, where I managed SMA (Separately Managed Accounts) portfolios. I oversaw several hundred million dollars on their platform for a couple of years.
My commitment to advancing my expertise led me to Vanguard, where I achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Over the next three years, I worked as an advisor on their platform. More recently, I spent a couple of years with Personal Capital, which was later acquired by Empower. In the past three years, I have had the privilege of serving as an advisor with both firms.
Now, I am thrilled to be a part of the Savvy team. In just a few months, I have rapidly expanded my client portfolio, thanks to the support of a dedicated team that has assisted me with all operational aspects, helping to ensure a seamless transition and onboarding process.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Bond
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 Ryan Alexander Bond'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®
Experience
Current
August 2, 2023 - Present
SAVVY
RIA
CRD#: 318493
West Chester, PA
Past
April 3, 2023 - August 31, 2023
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
GREENWOOD VILLAGE, CO
Past
December 1, 2022 - August 31, 2023
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
January 5, 2021 - April 3, 2023
PERSONAL CAPITAL ADVISORS CORPORATION
RIA
CRD#: 155172
Westchester, PA
Past
August 29, 2018 - December 24, 2020
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
July 18, 2018 - December 24, 2020
VANGUARD MARKETING CORPORATION
BD
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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(8/2/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
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.
