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Ryan McCauley

David Lerner Associates, Inc.

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About Ryan McCauley

Ryan McCauley is a financial professional with experience in the industry. Ryan is currently registered with David Lerner Associates, Inc. Ryan has a Series 27 license and is a principal at the firm.

Firm Information

Ryan McCauley is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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.

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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Ryan McCauley’s Registration & Firm History

NY

06/26/2024 - Present

David Lerner Associates, Inc. (SYOSSET NY)

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Licenses & Designations

BC

Issued 06/25/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan McCauley.
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