Ryan Patrick Griswold
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
12 years in the industry.
- Kestra Advisory Services, LLCOct 2024 to now
- Kestra Investment Services, LLCJan 2022 to now
- UnemployedJun 2021 to Jan 2022
- InvescoMar 2019 to Jun 2021
- Samuels JewelersJan 2019 to Feb 2019
- AXA Advisors, LLCOct 2018 to Jan 2019
- UnemployedMay 2018 to Oct 2018
- Texas Christian University Physical PlantMay 2017 to Nov 2017
- Texas Christian University Football DepartmentAug 2016 to May 2018
- Texas Christian UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7010570
- Firm CRD
- 283330