Ryan Cleary
Investment adviser representative at One Wealth Capital Management, LLC
14 yearsExperience
3 statesRegistered in
ChFC®Designation
$306.8MFirm assets
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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
- Pension consulting
Experience
14 years in the industry.
- One Wealth Capital Management, LLCApr 2024 to now
- One Wealth Management Investment and Advisory Services, LLCJul 2023 to Jul 2024
- Guardian Life Insurance Company of AmericaOct 2022 to Jun 2023
- Park Avenue SecuritiesOct 2022 to Jun 2023
- Guardian Life Insurance CompnaySep 2019 to Sep 2022
- Park Avenue SecuritiesDec 2018 to Sep 2022
- Guardian Life Insurance Company of AmericaDec 2018 to Sep 2019
- Mass Mutual Life Insurance CompanyDec 2012 to Nov 2018
- MML Investors Services, LLCDec 2012 to Nov 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 3 states (AZ, KS, TX).
One Wealth Capital Management, LLC
$306.8MAssets managed
261Clients
5Advisers
2 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
- 5710694
- Firm CRD
- 331395