Ryan P. Wilson

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CRD#: 6921637

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan Paul Wilson, who also goes by Ryan Wilson, was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2018. Ryan had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ryan Wilson

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 21, 2018 - January 27, 2021

NOVA WEALTH MANAGEMENT, INC.

RIA

CRD#: 169450

BONITA SPRINGS, FL

Past

April 24, 2018 - September 5, 2018

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

FORT MYERS, FL

Past

March 19, 2018 - April 11, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

FT. MYERS, FL

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".

NOVA WEALTH MANAGEMENT, INC.

CRD#: 169450 / SEC#: 801-128016

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

California

Registered Investment Advisory firm - (7/21/2023 Terminated)

Florida

Registered Investment Advisory firm - (6/21/2023 Terminated)

Illinois

Registered Investment Advisory firm - (6/21/2023 Terminated)

Minnesota

Registered Investment Advisory firm - (6/24/2023 Terminated)

New York

Registered Investment Advisory firm - (6/21/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/21/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (6/21/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 9/18/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2018

General Securities Representative Examination

Current Firm

NOVA WEALTH MANAGEMENT, INC.

CRD#: 169450 / SEC#: 801-128016

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

California

Registered Investment Advisory firm - (7/21/2023 Terminated)

Florida

Registered Investment Advisory firm - (6/21/2023 Terminated)

Illinois

Registered Investment Advisory firm - (6/21/2023 Terminated)

Minnesota

Registered Investment Advisory firm - (6/24/2023 Terminated)

New York

Registered Investment Advisory firm - (6/21/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/21/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (6/21/2023 Terminated)

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Contact information

Main Address

24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134

Mailing Address

Phone number

(239) 444-1794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/31/2025)

WRAP FEE PROGRAM BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 190,976,776

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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Firm Stability Insights

Ryan P. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NOVA WEALTH MANAGEMENT, INC.

INTERNATIONAL ASSETS ADVISORY, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

NOVA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/18/2018

SIE

Date: 9/5/2018

Series 7

Date: 3/19/2018

Current Firm

NOVA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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