Ryan Creecy
Professional Summary
Ryan Creecy, who also goes by Ryan Mcneill Creecy, is a registered financial advisor currently at DARWIN WEALTH MANAGEMENT located in Tampa, Florida. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan Mcneill Creecy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT
Contact Information
Main Address
4601 W North A Street, Tampa, FL 33609-1909Phone Number
(813) 579-4074# of Employees
10SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,725AUM (Assets Under Management)
$717,756,415Similar Advisors
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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.
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Primary Firm SEC Registration
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT
State Registrations and Notice Filings
(4/2/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2022About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Creecy's CRS (Customer Relationship Summary).
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