Ryan P. Smillie

IA PRIVATE WEALTH (USA)

Vancouver, V6H 3V9

CRD#: 8257584

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Professional summary

Ryan Patrick Smillie is a registered financial advisor currently at IA PRIVATE WEALTH (USA) INC. .

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ryan 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Smillie'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

May 20, 2026 - Present

IA PRIVATE WEALTH (USA) INC.

Office #1: 1385 West 8th Ave Suite 690, Vancouver, V6H 3V9

RIA

CRD#: 322127

Vancouver,

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".

IA PRIVATE WEALTH (USA) INC.

CRD#: 322127 / SEC#: 801-126039

RIA

Registered Investment Advisory firm - (7/13/2022 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.

Highlighted states indicate IAR registrations

IAR

California
(5/20/2026)

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

State Security Law Exam

IAR

Series 65

Date: 4/14/2026

Uniform Investment Adviser Law Examination

Current Firm

IA PRIVATE WEALTH (USA) INC.

CRD#: 322127 / SEC#: 801-126039

RIA

Registered Investment Advisory firm - (7/13/2022 Approved)

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Contact information

Main Address

26 Wellington St. East Suite 700, Toronto, Ontario, M5E 1S2

Mailing Address

Phone number

+1 (855) 999-2081

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IA PRIVATE WEALTH (USA) INC. FIRM BROCHURE (3/25/2025)

IA PRIVATE WEALTH (USA) INC. WRAP BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 95,781,457

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.

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Ryan P. Smillie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Smillie's CRS (Customer Relationship Summary).

Certified licenses

Experience

IA PRIVATE WEALTH (USA) INC.

Primary Firm SEC Registration

IA PRIVATE WEALTH (USA) INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2026

Current Firm

IA PRIVATE WEALTH (USA) INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IA PRIVATE WEALTH (USA) INC.

TRUST BUT VERIFY

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