Ryan A Maglio
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$14.4BFirm assets
26 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 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
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCMay 2026 to now
- InvescoDec 2023 to May 2026
- Wells Fargo Clearing ServicesNov 2022 to Sep 2023
- Cetera Advisor NetworksJun 2022 to Nov 2022
- Sageview Advisory GroupMar 2022 to Nov 2022
- Sageview Advisory LLCMar 2022 to Nov 2022
- United Income, Inc.Mar 2021 to Mar 2022
- Zermatt Securities, Inc.Mar 2020 to Mar 2021
- Hayden Royal, LLCMar 2020 to Jan 2021
- Wells Fargo Clearing Services, LLCOct 2017 to Mar 2020
- Edward JonesAug 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 6691891
- Firm CRD
- 38357