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Ronald Paul Wyatt

Wyze Wealth Advisors, LLC

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About Ronald Paul Wyatt

Ronald Wyatt is a financial advisor with Wyze Wealth Advisors, LLC. Ronald has over 30 years of experience in the financial services industry. He specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. Ronald is also a Certified Financial Planner™ and a Chartered Financial Consultant. Ronald's career has taken him across the country. He has experience working for several firms including Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Paine Webber Incorporated.

Firm Information

Ronald Wyatt is currently registered with Wyze Wealth Advisors, LLC. Wyze Wealth Advisors, LLC is a registered investment advisor located in Canonsburg, Pennsylvania. The firm manages approximately $230 million in assets for 407 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They offer financial planning and portfolio management services for individuals.
Wyze Wealth Advisors, LLC

1800 MAIN STREET

CANONSBURG, PA 15317

$230.00M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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Ronald Wyatt’s Registration & Firm History

PA

07/19/2024 - Present

Wyze Wealth Advisors, LLC (CANONSBURG PA)

PA

05/16/2000 - 09/03/2009

WELLS FARGO ADVISORS, LLC (PITTSBURGH PA)

MO

08/30/1993 - 05/25/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

PA

05/22/1992 - 09/20/1993

RODGERS BROTHERS, INC. (HARMONY PA)

NJ

06/07/1989 - 06/22/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

04/18/1989 - 04/21/1989

MITCHELL HUTCHINS ASSET MANAGEMENT INC.

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Licenses & Designations

IA

Issued 07/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Paul Wyatt.
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