Ryan Patrick Daniels
Investment adviser representative at Invicta Financial Group
16 yearsExperience
1 stateRegistered in
$371.1MFirm assets
6 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
16 years in the industry.
- Invicta Financial GroupAug 2025 to now
- Bdt & Associates, Inc.May 2020 to now
- Pittsburgh ValetDec 2018 to May 2020
- William Penn ValetJan 2018 to Dec 2018
- Point Park UniversityAug 2017 to Dec 2019
- N/aJun 2017 to Aug 2017
- FootlockerSep 2015 to May 2017
- In N Out BurgerNov 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Invicta Financial Group
Legal name: Bdt & Associates, Inc.
$371.1MAssets managed
477Clients
13Advisers
6 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
- 6281818
- Firm CRD
- 288008