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Ryan Alexander Bond

Savvy

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About Ryan Alexander Bond

Ryan Alexander Bond is a financial advisor with Savvy. Ryan has been in the financial industry since 2017 and has experience with Empower Financial Services, Inc. and Vanguard Marketing Corporation. Ryan is also a Certified Financial Planner. Ryan has a Series 66, Series 7 and SIE license and is registered in Pennsylvania.

Firm Information

Ryan Bond is currently registered with Savvy. Savvy Wealth, headquartered in New York, NY, provides financial planning, portfolio management for individuals, and educational seminars. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, and manages over $1.29 billion in assets.
Savvy

900 BROADWAY

NEW YORK, NY 10003

$1.30B

Assets Under Management

66

Total Clients

29

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ryan Bond’s Registration & Firm History

PA

08/02/2023 - Present

Savvy (West Chester PA)

CO

12/01/2022 - 08/31/2023

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

PA

07/18/2018 - 12/24/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 07/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Alexander Bond.
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