About Ryan
Ryan originally started his career with Smith Barney in 1995 as an intern. After college Ryan joined Waterhouse Securities as a Wealth Advisor and was promoted to North East Regional Sales Manager overseeing agroup of Wealth Advisors in New York City. Ryan served as one of the firm’s National Fixedincome Speakers, presenting at events all over the country. Ryan rejoined Smith Barney in 2006 as a Senior Vice President of Wealth Management.
Since that time he has been instrumental in creating a Corporate Client Group and Family Office model which allows the team to create and execute solutions for corporate clients and seamlessly service their employees’ financial needs. Ryan also is an Adjunct Professor teaching financial planning to graduate students at Pace University in New York.
Ryan holds several professional designations including; Certified Financial Planner (CFP),Certified Fund Specialist (CFS), and Certified Mutual Fund Counselor (CMFC) along with his securities industry licenses. Ryan graduated with a B.S. in Business Administration / Finance from New York State University and currently lives in New York City with his wife Nichole, their son Cole and daughter Grace. The family spends their summers on Candlewood Lake in Connecticut and Nichole is an elementary teacher at East Hills Elementary in Roslyn New York.
Education
High School/GED
Bachelors
Licenses
Series 63
Series 7
Series 24
Registered Investment Advisor
Life
Series 31
Series 9
Series 10
Variable Contracts
CFP
Other Credentials
CFP®
IBF Designations
CFS®
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Certified Fund Specialist
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At a Glance
IBF Designations
1
Member Since
2001
Other Credentials
1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
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