Ryan Omer Smith
Investment adviser representative at Diversify Advisory Services, LLC
22 yearsExperience
1 stateRegistered in
$4.6BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Diversify Advisory Services, LLCJul 2023 to now
- Diversify, Inc.Sep 2013 to now
- Dfpg Investments, Inc.May 2011 to now
- Dfpg Insurance, Inc.Sep 2004 to now
- Cedar Crest Advisors, LLCNov 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4340304
- Firm CRD
- 326060