Ryan Anthony Leary
Investment adviser representative at Asendo Wealth Advisory
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$866.5MFirm 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
Experience
16 years in the industry.
- Asendo Wealth AdvisoryOct 2024 to now
- Tsg Advice Partners, LLCJul 2022 to now
- Equitable Advisors, LLCFeb 2021 to Aug 2022
- CamblyAug 2019 to Mar 2020
- Stonebridge Wealth StrategiesMay 2018 to Jul 2022
- AXA Advisors, LLCMay 2018 to Aug 2018
- StudentJan 2010 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Asendo Wealth Advisory
Legal name: Tsg Advice Partners, LLC
$866.5MAssets managed
1,157Clients
11Advisers
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
- 6949331
- Firm CRD
- 305999