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RK

Ryan M. Kennedy

WEBULL ADVISORS LLC
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 7649995
RK

Professional summary

Ryan Matthew Kennedy, who also goes by Ryan M Kennedy, is a registered financial advisor currently at WEBULL ADVISORS LLC located in St. Petersburg, Florida and WEBULL FINANCIAL LLC located in St. Petersburg, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Ryan has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan M Kennedy

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Kennedy's CRS (Customer Relationship Summary).
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

February 11, 2026 - Present

WEBULL ADVISORS LLC

Office #1: 44 Wall Street 2nd Floor, St. Petersburg, FL 33716
RIA
CRD#: 304881
St. Petersburg, FL
Current

April 18, 2024 - Present

WEBULL FINANCIAL LLC

Office #1: 200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716
BD
CRD#: 289063
St. Petersburg, FL
Past

June 5, 2023 - March 6, 2024

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
Tampa, FL
Past

February 11, 2023 - March 6, 2023

MORGAN STANLEY

BD
CRD#: 149777
Tampa, FL
Past

February 7, 2023 - March 6, 2023

MORGAN STANLEY

RIA
CRD#: 149777
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".
WA
WEBULL ADVISORS LLC
WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA
Registered Investment Advisory firm - (8/30/2019 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/18/2024)
IAR
Florida
(2/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/10/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/9/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/11/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/12/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/16/2024
General Securities Principal Examination
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

WA
WEBULL ADVISORS LLC
WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA
Registered Investment Advisory firm - (8/30/2019 Approved)
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Contact information

Main Address
200 Carillon Parkway, St Petersburg, FL 33716
Mailing Address
Phone number
+1 (917) 725-2408
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEBULL ADVISORS - WRAP FEE BROCHURE (11/28/2025)
WEBULL ADVISORS ADV2A BROCHURE (11/28/2025)

Regulatory assets under management

Total Number of Accounts27,290
AUM (Assets Under Management)$ 46,368,003

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
02/28/2024
Cover Page
Report

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

WEBULL ADVISORS LLC

CRD#: 304881St. Petersburg, FL 33716

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