Ryan Spalding, financial advisor Chesterfield MO
70 score

Ryan Spalding

CRD Number: 6311980
Current Firm: Summit Wealth Strategies

Ryan Spalding (CRD# 6311980) is an Investment Advisor Representative working at Summit Wealth Strategies in Chesterfield, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Summit X Chesterfield, MO Feb 2018 - Current < 1
Morgan Stanley Smith Barney LLC Clayton, MO Jun 2016 - Jan 2018 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2018 3
Morgan Stanley Smith Barney LLC Chesterfield, MO Jun 2016 - Jun 2016 < 1
Morgan Stanley Smith Barney LLC Shiloh, IL Sep 2015 - Jun 2016 < 1
Morgan Stanley Smith Barney LLC Clayton, MO Dec 2014 - Sep 2015 < 1
Morgan Stanley Smith Barney LLC Clayton, MO Mar 2014 - Dec 2014 < 1
Powell Investments LLC Jefferson City, MO Oct 2013 - Mar 2014 < 1
Wells Fargo St. Louis, MO Aug 2012 - Oct 2013 1
Wells Fargo Advisors St. Louis, MO Nov 2011 - Jul 2012 < 1
Powell Investmentst LLC Jefferson City, MO Jun 2007 - Oct 2011 4
University Of Missouri Columbia, MO Aug 2007 - Aug 2009 2
Smith Barney Clayton, MO Jun 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Ryan G. Spalding
Phone Number: 636-590-7169
Firm Website: http://www.swsllc.com/
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States


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