RC
Ryan M. Creecy
DARWIN WEALTH MANAGEMENT
Tampa, FL 33609-1909
Some features on this profile are disabled
CRD#: 7423765
RC
Professional summary
Ryan Mcneill 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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Mcneill Creecy
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.
Florida Financial Advisors. Investment Related. Tampa, FL 33609. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Advisors. Not Investment Related. Tampa, FL 33609. Fixed Insurance Sales. 08/2021. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities. Investment Related. Tampa, FL 33364. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 01/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Mcneill Creecy'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 2, 2024 - Present
DARWIN WEALTH MANAGEMENT
Office #1: 4601 W North A Street, Tampa, FL 33609-1909RIA
CRD#: 166585
Tampa, FL
Past
December 7, 2022 - March 19, 2024
MORGAN STANLEY
RIA
CRD#: 149777
Temple Terrace, FL
Past
December 6, 2022 - March 19, 2024
MORGAN STANLEY
BD
CRD#: 149777
Temple Terrace, FL
Past
February 1, 2022 - October 26, 2022
TRINITY WEALTH SECURITIES, L.L.C.
BD
CRD#: 104348
Tampa, FL
Past
August 19, 2021 - October 26, 2022
FLORIDA FINANCIAL ADVISORS, LLC
RIA
CRD#: 288811
TAMPA, 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".
DARWIN WEALTH MANAGEMENT
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT
CRD#: 166585 / SEC#: 801-80103
RIA
Registered Investment Advisory firm - (7/30/2014 Approved)Florida
Registered Investment Advisory firm - (8/14/2014 Terminated)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
Florida(4/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 2/1/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
DARWIN WEALTH MANAGEMENT
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT
CRD#: 166585 / SEC#: 801-80103
RIA
Registered Investment Advisory firm - (7/30/2014 Approved)Florida
Registered Investment Advisory firm - (8/14/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4601 W North A Street, Tampa, FL 33609-1909
Mailing Address
Phone number
(813) 579-4074
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,650 |
| AUM (Assets Under Management) | $ 617,322,592 |
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.
Company Information
DARWIN WEALTH MANAGEMENT
CRD#: 166585Tampa, FL 33609-1909TRUST BUT VERIFY
Monitor Ryan Creecy
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
