Ryan Michael Vaudrin
Investment adviser representative at Holderness Investments Co
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.7MFirm assets
Are you Ryan Michael Vaudrin? Claim your profile
Contact this firm
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
13 years in the industry.
- Holderness Investments Co.Aug 2024 to now
- Waverly Advisors, LLCApr 2024 to Aug 2024
- Mcshane Partners F/k/a Rinehart Wealth & Investment AdvisoryDec 2016 to Aug 2024
- The Vanguard Group, Inc.Apr 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Holderness Investments Co
$660.7MAssets managed
339Clients
6Advisers
31 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
- 5993803
- Firm CRD
- 106530