Ryan SwanCRD 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 7 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Newbridge Wealth Management
|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|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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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