Ryan Swan, financial advisor Philadelphia PA
93 score

Ryan Swan

CRD Number: 5463056
Current Firm: Wells Fargo Advisors, LLC

Ryan Swan (CRD# 5463056) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank, Na Philadelphia, PA Jul 2014 - Current 2
Wells Fargo Advisors, LLC Philadelphia, PA Jul 2014 - Current 2
Pnc Investments LLC Pittsburgh, PA Jan 2014 - Jun 2014 < 1
Pnc Bank Bridgewater, PA Jun 2013 - Jun 2014 1
Pnc Investments Philadelphia, PA Jun 2012 - Jun 2013 1
Pnc Investments Pittsburgh, PA May 2011 - Jun 2012 1
N/a Newtown, PA Jan 2011 - May 2011 < 1
Edward Jones St. Louis, MO Dec 2009 - Jan 2011 1
Moulding And Millwork Randolph, NJ Jan 2008 - Nov 2009 1
The Chateau Hotel Resort & Conference Center Tannersivlle, PA Jan 2005 - Dec 2007 2
East Stroudsburg University East Stroudsburg, PA Sep 2003 - Dec 2007 4
Steven J. White Allentown, PA May 2007 - Aug 2007 < 1
Psecu East Stroudsburg, PA May 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Ryan M. Swan
Phone Number: 314-875-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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