Ryan GreenwoodCRD Number: 5126412
Current Firm: Cetera Investment Advisers LLC
Ryan Greenwood (CRD# 5126412) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charlotte, NC and has over 16 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Cetera Investment Services LLC||St.cloud, MN||Mar 2018 - Current||4|
|Fnb Wealth Management||Charlotte, NC||Nov 2015 - Current||7|
|Bb&t Investments||Charlotte, NC||Mar 2006 - Oct 2015||9|
|Bb&t Bank||Winston-salem, NC||Jan 2006 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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