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Ryan Scott Davies

Insight Advisors, LLC

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About Ryan Scott Davies

Ryan Davies is a financial advisor with over 10 years of experience in the industry. Ryan is currently registered as an Investment Advisor Representative with Insight Advisors, LLC and is located in Newtown, Pennsylvania. Previously Ryan has worked for Purshe Kaplan Sterling Investments and Lincoln Financial Distributors, Inc. Ryan is a licensed Series 6, 7, 63 and 66. Ryan specializes in providing financial planning, portfolio management and selection of other advisors to individuals and high net worth individuals.

Firm Information

Ryan Davies is currently registered with Insight Advisors, LLC. Insight Advisors, LLC is a registered investment advisor located in Newtown, PA. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. They manage approximately $703 million in assets for 2,398 clients. The firm is led by Thomas McInerney and has a team of 19 investment advisor representatives.
Insight Advisors, LLC

10 N. STATE STREET

NEWTOWN, PA 18940

$703.00M

Assets Under Management

Not reported

Total Clients

16

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 Davies’s Registration & Firm History

PA

04/15/2016 - Present

Insight Advisors, LLC (Newtown PA)

PA

01/08/2016 - 11/09/2017

PURSHE KAPLAN STERLING INVESTMENTS (NEWTOWN PA)

PA

12/21/2007 - 05/11/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

BOTH

Issued 03/03/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Scott Davies.
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