Ryan Mcdermott
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- Foreside Fund Services, LLCOct 2023 to Apr 2025
- Global X Management Company LLCSep 2023 to Apr 2025
- Bedford Hall Craft Kitchen and BarJun 2022 to Aug 2023
- Penn State UniversityAug 2021 to May 2022
- Wells Fargo AdvisorsAug 2021 to Sep 2021
- Goodsport Inc.Jun 2021 to Aug 2021
- Penn State UniversityAug 2020 to May 2021
- Waccabuc Country ClubMay 2020 to Aug 2020
- Penn State UniversityAug 2019 to May 2020
- Evaritos Mexican Kitchen and BarMay 2019 to Aug 2019
- Pennsylvania State UniversityAug 2018 to May 2019
- Wilton High SchoolAug 2017 to Jun 2018
- Wilton Sport and FitnessJul 2017 to Aug 2017
- SchoolSep 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7422103
- Firm CRD
- 19616