RS
Ryan Sullivan
OFF THE BEATEN PATH FINANCIAL
Bozeman, MT
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CRD#: 7635801
RS
Professional summary
Ryan Sullivan is a registered financial advisor currently at OFF THE BEATEN PATH FINANCIAL located in Bozeman, Montana.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ryan has worked at 1 firm and has passed the Series 65 and SIE exams.
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 Ryan Sullivan'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
January 4, 2023 - Present
OFF THE BEATEN PATH FINANCIAL
RIA
CRD#: 323401
Bozeman, MT
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
Montana(1/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
OT
OFF THE BEATEN PATH FINANCIAL
OFF THE BEATEN PATH FINANCIAL | OFF THE BEATEN PATH FINANCIAL, LLC
CRD#: 323401 / SEC#:
Montana
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Contact information
Main Address
Wilsall, MT
Mailing Address
Phone number
(406) 414-9916
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 6,103,056 |
Red Flags
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