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Ryan Thomas Gaynor

Investment adviser representative at Leo Wealth, LLC
14 yearsExperience
1 stateRegistered in
$3.2BFirm assets
10 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Leo Wealth, LLCNov 2022 to now
  2. Leo BrokerageJun 2020 to now
  3. UnemployedNov 2012 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Leo Wealth, LLC

$3.2BAssets managed
1,714Clients
11Advisers
10 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
7661016
Firm CRD
283891
Advisor's SEC record (opens in a new tab)
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