AR
Andrew J. Ryan
RYAN FINANCIAL SOLUTIONS
Tualatin, OR 97062
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CRD#: 7408996
AR
Professional summary
Andrew Joseph-myron Ryan is a registered financial advisor currently at RYAN FINANCIAL SOLUTIONS, LLC located in Tualatin, Oregon.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrew has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Joseph-myron Ryan'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
April 28, 2022 - Present
RYAN FINANCIAL SOLUTIONS, LLC
Office #1: 8215 Sw Tualatin-sherwood Road Suite 200, Tualatin, OR 97062RIA
CRD#: 312269
Tualatin, OR
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
Oregon(4/28/2022)
IAR
Washington(4/28/2022)
Current Firm
RF
RYAN FINANCIAL SOLUTIONS, LLC
RYAN FINANCIAL SOLUTIONS, LLC
CRD#: 312269 / SEC#:
Oregon
Registered Investment Advisory firm - (4/16/2021 Approved)Washington
Registered Investment Advisory firm - (4/30/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8215 Sw Tualatin-sherwood Road Suite 200, Tualatin, OR 97062
Mailing Address
9450 Sw Gemini Drive Pmb 57976, Beaverton, OR 97008-7105
Phone number
(971) 203-0600
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 458 |
| AUM (Assets Under Management) | $ 55,875,662 |
Red Flags
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