Ryan F Kiernan
Investment adviser representative at Calton & Associates, Inc.
12 yearsExperience
2 statesRegistered in
$1.6BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Calton & Associates, Inc.Aug 2026 to now
- Ace CpasSep 2025 to Aug 2026
- FartherSep 2025 to Oct 2025
- Tkg Sales LLCMay 2025 to Aug 2025
- LinqtoJan 2025 to Apr 2025
- Confidence Wealth ManagementDec 2024 to Jan 2025
- Gt Securities, Inc.Jun 2024 to Nov 2024
- Morgan StanleyMar 2023 to May 2024
- E*trade Securities LLCOct 2022 to Mar 2023
- University of TampaJun 2022 to Oct 2022
- Continuum Wealth ManagementMar 2022 to Jun 2022
- Fidelity InvestmentsOct 2021 to Feb 2022
- Raymond James Financial ServicesAug 2020 to Sep 2021
- Raymond James AssociatesFeb 2019 to Aug 2020
- MML Investor ServicesOct 2018 to Dec 2019
- UBS Financial ServicesAug 2017 to Aug 2018
- The University of TampaAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, NE).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 6376994
- Firm CRD
- 20999