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RD

Ryan Daniels

HEARTHSTONE FINANCIAL GROUP
EPHRATA, PA 17522
Some features on this profile are disabled
CRD#: 6785355
RD
Ryan DanielsHEARTHSTONE FINANCIAL GROUP

Professional summary

Ryan Daniels, who also goes by Ryan Lee Daniels, is a registered financial advisor currently at HEARTHSTONE FINANCIAL GROUP located in Ephrata, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ryan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Aliases

Ryan Lee Daniels

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.) Insurance agent 2.) RFINANCES, LLC - 10/22/2019 - 55 New Street, Suite G2, Ephrata, PA 17522 - Managing Member, Provide shared resources for RIA and BD business activity., Not Invt Rel, Entity for Managing Shared Expenses for RIA and BD, 4 hrs/mo; 0 hrs/mo (during trading hours). 3.) COVENANT ORTHODOX PRESBYTERIAN - 5/1/2026 - 1201 Yerger Blvd, Sinking Spring, PA 19608 - Treasurer, Bookkeeping, Pay Bills, Provide Reports to Trustees. All financial decisions are at the discretion of the church trustees. Treasurer is only responsible for paying the bills authorized by the trustees., Not Invt Rel, Church, 5 hrs/mo; 0 hrs/mo (during trading hours). 4.) Book - 6/15/2021 - 17 Slater Drive, Wernersville, PA 19565 - Author, Personal Finance Education Author, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Daniels'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

June 30, 2026 - Present

HEARTHSTONE FINANCIAL GROUP

Office #1: 55 New Street Ste G2, Ephrata, PA 17522
RIA
CRD#: 342648
EPHRATA, PA
Current

July 1, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

August 23, 2021 - July 7, 2026

PFS INVESTMENTS INC.

RIA
CRD#: 10111
EPHRATA, PA
Past

September 5, 2017 - July 7, 2026

PFS INVESTMENTS INC.

BD
CRD#: 10111
EPHRATA, PA

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
Missouri
(7/14/2026)
IAR
Pennsylvania
(6/30/2026)
RR
Pennsylvania
(7/1/2026)
RR
Virginia
(7/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/5/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/13/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/5/2017
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/23/2018
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HF
HEARTHSTONE FINANCIAL GROUP
HEARTHSTONE FINANCIAL GROUP | HEARTHSTONE FINANCIAL GROUP, LLC

CRD#: 342648 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (6/30/2026 Approved)
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Contact information

Main Address
55 New Street Ste G2, Ephrata, PA 17522
Mailing Address
Phone number
(717) 826-1936
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Company Information

HEARTHSTONE FINANCIAL GROUP

CRD#: 342648Ephrata, PA 17522

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