Ryan Patrick Voet
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- First Commonwealth BankOct 2025 to now
- Osaic Institutions, Inc.Oct 2025 to now
- Key Investment Services LLCAug 2022 to Oct 2025
- Fidelity InvestmentsSep 2021 to Jul 2022
- U.S. Bancorp Investments, Inc.Sep 2019 to Jun 2021
- Bb&t Securities, LLCJan 2018 to Jul 2019
- Bb&t Investment Services, Inc.May 2017 to Jul 2019
- PNC InvestmentsSep 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6402939
- Firm CRD
- 35371