Ryan J. Donovan
Investment adviser representative at Compass Ion Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
13 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
10 years in the industry.
- Compass Ion Advisors, LLCSep 2024 to now
- VanguardOct 2020 to Sep 2024
- Philadelphia UnionAug 2019 to Oct 2020
- KpmgSep 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Compass Ion Advisors, LLC
$1.6BAssets managed
1,204Clients
17Advisers
13 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
- 7526216
- Firm CRD
- 166418