Skip to content

Ryan Davidson Mcpherson

Investment adviser representative at Smartpath Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets

Are you Ryan Davidson Mcpherson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

11 years in the industry.

  1. Smartpath Advisors, LLCMay 2019 to now
  2. Smartpath, Inc.Jun 2017 to now
  3. Intelligent WorthMay 2017 to now
  4. Atlanta Financial AssociatesFeb 2015 to May 2017
  5. Commonwealth Financial NetworkFeb 2015 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Smartpath Advisors

Legal name: Smartpath Advisors, LLC

$0Assets managed
0Clients
8Advisers
5 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
5007803
Firm CRD
304563
Advisor's SEC record (opens in a new tab)
CallContact this firm