Ryland M. Hudack

FINANCIAL SYNERGISTICS GROUP

Dallas, TX 75219

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CRD#: 6952945

Professional summary

Ryland Matthew Hudack is a registered financial advisor currently at FINANCIAL SYNERGISTICS GROUP, INC. located in Dallas, Texas.

Ryland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryland has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Insurance agent for MD Hudack Insurance Services, Inc. 30 hours per month during normal business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryland Matthew Hudack'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

March 27, 2020 - Present

FINANCIAL SYNERGISTICS GROUP, INC.

Office #1: 2911 Turtle Creek Blvd Suite 300, Dallas, TX 75219

RIA

CRD#: 305267

Dallas, TX

Past

June 25, 2018 - July 12, 2019

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

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

Arizona
(6/2/2020)

IAR

California
(3/27/2020)

IAR

Florida
(4/10/2025)

IAR

Texas
(5/5/2020)

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 65

Date: 6/25/2018

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL SYNERGISTICS GROUP, INC.

CRD#: 305267 / SEC#:

Arizona

Registered Investment Advisory firm - (4/27/2020 Approved)

California

Registered Investment Advisory firm - (9/19/2019 Approved)

Florida

Registered Investment Advisory firm - (4/8/2025 Approved)

Texas

Registered Investment Advisory firm - (5/3/2020 Approved)

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Contact information

Main Address

180 E. Main Street, Suite 206, Tustin, CA 92780

Mailing Address

Phone number

(949) 329-3408

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryland M. Hudack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryland Matthew Hudack's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL SYNERGISTICS GROUP, INC.

FISHER INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2018

Current Firm

FINANCIAL SYNERGISTICS GROUP, INC.

Contact information

Documents

Red Flags

Company Information

FINANCIAL SYNERGISTICS GROUP, INC.

TRUST BUT VERIFY

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