Ryan WeissCRD Number: 5056168
Current Firm: Greybox Investments
Ryan Weiss (CRD# 5056168) is an Investment Advisor Representative working at Greybox Investments in Birmingham, AL and has over 14 years of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Dmc Group, LLC||Birmingham, AL||Sep 2015 - Current||6|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Feb 2015 - Sep 2015||< 1|
|Wesley Patterson||Gadsden, AL||Oct 2014 - Sep 2015||< 1|
|Northwestern Mutual Investment Services LLC||Gadsden, AL||Oct 2014 - Sep 2015||< 1|
|Unemployed||Mountain Brk, AL||Jun 2014 - Oct 2014||< 1|
|Sterne Agee||Birmingham, AL||Oct 2009 - May 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management122MILLIONS
Total Number of Accounts207ACCOUNTS
Average Account Value$590,604
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.