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Michael Dennis louis Ryan

Broadway Wealth Solutions

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About Michael Dennis louis Ryan

Michael Dennis Louis Ryan is a financial advisor with Broadway Wealth Solutions. Michael has been working in the financial services industry since 2014. Michael has experience working with various clients, including corporations, high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Michael is licensed to provide financial advice in Texas.

Firm Information

Michael Ryan is currently registered with Broadway Wealth Solutions. Broadway Wealth Solutions is a registered investment advisor based in San Antonio, Texas. They provide portfolio management for businesses and individuals, and they have a total of 1,103 client accounts under management. The firm manages approximately $250 million in assets.
Broadway Wealth Solutions

1177 N.E. LOOP 410

SAN ANTONIO, TX 78209

$250.77M

Assets Under Management

690

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Ryan’s Registration & Firm History

TX

11/14/2022 - Present

Broadway Wealth Solutions (SAN ANTONIO TX)

CA

02/08/2017 - 06/27/2022

CUSO FINANCIAL SERVICES, L.P. (NOVATO CA)

CA

04/02/2015 - 01/03/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

02/27/2014 - 04/10/2015

WELLS FARGO ADVISORS, LLC (CORTE MADERA CA)

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Licenses & Designations

BOTH

Issued 07/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2015

Series 7 - General Securities Representative Examination

BC

Issued 02/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Dennis louis Ryan.
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