Ryan Vaudrin, financial advisor Charlotte NC

Ryan Vaudrin

CRD Number: 5993803
Current Firm: Mcshane Partners

Ryan Vaudrin (CRD# 5993803) is an Investment Advisor Representative working at Mcshane Partners in Charlotte, NC and has over 10 years of experience in the finance industry. Ryan Vaudrin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rinehart Wealth & Investment Advisory Charlotte, NC Dec 2016 - Current 7
The Vanguard Group, Inc. Charlotte, NC Apr 2013 - Nov 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Ryan M. Vaudrin
Phone Number: 980-585-3390
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    709
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $2,250,794
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, MD, NC, NH, NY, SC, TX, VA

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