Ryan William Mcevily
Investment adviser representative at Plante Moran Financial Advisors
10 yearsExperience
1 stateRegistered in
$26.9BFirm assets
33 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
Experience
10 years in the industry.
- Plante Moran Financial AdvisorsAug 2023 to now
- Jessup Wealth ManagementAug 2019 to May 2023
- University of DaytonAug 2019 to May 2023
- Es Systems Inc.Jun 2019 to Sep 2019
- Es Systems Inc.Jun 2018 to Sep 2018
- Es Systems Inc.Jun 2017 to Sep 2017
- Mcquaid High SchoolSep 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Plante Moran Financial Advisors
Legal name: Plante Moran Financial Advisors, LLC
$26.9BAssets managed
4,009Clients
130Advisers
33 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
- 7326641
- Firm CRD
- 112158