Daniel Ryan (CRD# 5476606) is an Investment Advisor Representative working at Sincerus Advisory in New York, NY and has over 16 years of experience in the finance industry. Daniel Ryan 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4896689
J.p. Morgan Securities LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sincerus Advisory, LLC | New York, NY | Mar 2019 - Current | 5 |
| Rcl Advisors, LLC | New York, NY | Nov 2009 - Feb 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- CA
- NY
- TX
-
Total Assets Under Management156MILLIONS
-
Total Number of Accounts527ACCOUNTS
-
Average Account Value$295,213
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, GA, NH, NJ, NY, TX
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