Skip to content

Ryan Patrick Mcdonnell

Investment adviser representative at Sunbelt Securities
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.6BFirm assets

Are you Ryan Patrick Mcdonnell? Claim your profile

How the firm charges

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

Percentage of assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Sunbelt Securities, Inc.Oct 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 3 states (AR, CO, TX).

Sunbelt Securities

Legal name: Sunbelt Securities, Inc.

$2.6BAssets managed
6,241Clients
63Advisers
16 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
5470635
Firm CRD
42180
Advisor's SEC record (opens in a new tab)
CallContact this firm