Richard Keith Ryan
Investment adviser representative at W&s Brokerage Services, Inc.
23 yearsExperience
1 stateRegistered in
$257.2MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- W&s Brokerage Services, Inc.Dec 2018 to now
- Western Southern LifeNov 2018 to now
- Eagle Strategies LLCApr 2012 to Nov 2018
- Nylife Securities Inc.Jan 2004 to Nov 2018
- New York Life Insurance CompanyOct 2003 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MN).
W&s Brokerage Services, Inc.
$257.2MAssets managed
772Clients
91Advisers
8 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
- 4678296
- Firm CRD
- 8099