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Ryan Creecy

Darwin Wealth Management

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About Ryan Creecy

Ryan Creecy is an investment advisor representative with Darwin Wealth Management. Ryan has over 10 years of experience in the financial services industry. He is registered in the state of Florida and holds the Series 63, 65, and 7 licenses. Ryan specializes in financial planning, portfolio management, and pension consulting. He serves a variety of clients including individuals, high net worth individuals, and insurance companies. Prior to joining Darwin Wealth Management, Ryan worked as a financial advisor for MORGAN STANLEY and Trinity Wealth Securities. Ryan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Ryan Creecy is currently registered with Darwin Wealth Management. Darwin Wealth Management is a financial advisory firm located in Tampa, Florida, with 7 licensed agents and 3 investment advisor representatives. They manage approximately $570,644,163 in assets for 3,636 clients. They provide a variety of services, including financial planning, pension consulting, portfolio management for individuals, and publication of periodicals. Their client base includes high-net-worth individuals and individuals other than high-net-worth.
Darwin Wealth Management

4601 W NORTH A STREET

TAMPA, FL 33609-1909

$570.64M

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Ryan Creecy’s Registration & Firm History

FL

04/02/2024 - Present

Darwin Wealth Management (TAMPA FL)

FL

12/06/2022 - 03/19/2024

MORGAN STANLEY (Temple Terrace FL)

FL

02/01/2022 - 10/26/2022

TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)

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Licenses & Designations

BC

Issued 01/06/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/01/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Creecy.
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