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Ryan Shea

Apeiron

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About Ryan Shea

Ryan Shea is a financial advisor with over 10 years of experience in the industry. Ryan is currently registered with Apeiron RIA, LLC in Dallas, TX, and holds a Series 7, Series 63, and Series 66 license as well as a Certified Financial Planner designation. Previously, Ryan has worked with Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.

Firm Information

Ryan Shea is currently registered with Apeiron. Apeiron is a financial advisory firm based in Dallas, Texas. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Apeiron manages approximately $695 million in assets for over 2253 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Apeiron

10000 NORTH CENTRAL EXPRESSWAY

DALLAS, TX 75231

$695.00M

Assets Under Management

15

Total Clients

11

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 Shea’s Registration & Firm History

TX

10/13/2023 - Present

Apeiron (DALLAS TX)

TX

06/28/2021 - 03/31/2022

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

06/29/2017 - 03/27/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLLEYVILLE TX)

CO

10/10/2013 - 06/27/2017

FIDELITY BROKERAGE SERVICES LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 07/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Shea.
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