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Ryan McConeghy

Austin Private Wealth, LLC

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About Ryan McConeghy

Ryan McConeghy is a financial advisor registered with Austin Private Wealth, LLC. Ryan has been in the financial services industry since 2013. Ryan has passed the Series 7, Series 63, and Series 66 exams. Ryan has also passed the Series 24 General Securities Principal Examination. Ryan has experience working with individuals, high net worth individuals, and pension and profit-sharing plans. Ryan is committed to providing clients with personalized financial advice and guidance.

Firm Information

Ryan McConeghy is currently registered with Austin Private Wealth, LLC. Austin Private Wealth, LLC is an independent registered investment advisor (RIA) based in Austin, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. As of December 31, 2022, Austin Private Wealth, LLC manages approximately $1.06 billion in assets.
Austin Private Wealth, LLC

3108 N LAMAR BOULEVARD

AUSTIN, TX 78705

$1.06B

Assets Under Management

350

Total Clients

17

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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percentage of assets

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

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Ryan McConeghy’s Registration & Firm History

TX

11/09/2023 - Present

Austin Private Wealth, LLC (AUSTIN TX)

TX

12/23/2020 - 12/05/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Amarillo TX)

CO

06/05/2013 - 11/24/2020

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

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Licenses & Designations

BOTH

Issued 01/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan McConeghy.
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