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Ryan John Collopy

Investment adviser representative at Obermeyer Wealth Partners
12 yearsExperience
1 stateRegistered in
$3BFirm assets
28 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Obermeyer Wealth PartnersMay 2025 to now
  2. Leever PartnersJan 2020 to Apr 2025
  3. MML Investors ServicesAug 2019 to Nov 2019
  4. Baystate FinancialMay 2018 to Nov 2019
  5. Mass Mutual Life Insurance CompanyMay 2018 to Nov 2019
  6. St. Michael's CollegeSep 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CO).

Obermeyer Wealth Partners

Legal name: Obermeyer Wood Investment Counsel, Lllp

$3BAssets managed
1,157Clients
19Advisers
28 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
6959688
Firm CRD
110069
Advisor's SEC record (opens in a new tab)
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