Ryan James Swain
Investment adviser representative at Big Sky Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$134.6MFirm assets
2 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
- Seminars and workshops
Experience
12 years in the industry.
- Big Sky Wealth Advisors, LLCJul 2024 to now
- UnemployedMar 2024 to Jun 2024
- World Equity Group, Inc.Jan 2024 to Feb 2024
- The Leaders Group IncMar 2022 to Jan 2024
- WealthvestOct 2021 to Feb 2024
- UnemployedOct 2021 to Oct 2021
- Big Sky InsuranceJul 2021 to Oct 2021
- UnemployedJun 2021 to Jul 2021
- Trade Risk GuarantyOct 2019 to Jun 2021
- UnemployedMar 2019 to Oct 2019
- Lionheart CaregivingMay 2017 to Mar 2019
- Self EmployedDec 2016 to May 2017
- StudentFeb 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MT).
Big Sky Wealth Advisors, LLC
$134.6MAssets managed
207Clients
2Advisers
2 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
- 7515045
- Firm CRD
- 321272