Ryan Patrick Birch
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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
15 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Franklin Distributors, LLCJul 2024 to Jul 2026
- Putnam Investments ManagementJun 2022 to Jul 2024
- Putnam Retail ManagementJun 2022 to Jul 2024
- Small Haul MovingJun 2020 to Aug 2021
- Bentley UniversityAug 2018 to May 2022
- Walpole Recreation DepartmentJun 2017 to Aug 2019
- Pro Ambitions Inc.Jun 2016 to Jun 2019
- Full Time EducationJan 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7580414
- Firm CRD
- 19616