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Ryan William Huey

Roserock Wealth Management, LLC

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About Ryan William Huey

Ryan Huey is a financial advisor who has been in the industry since 2002. Ryan is affiliated with Roserock Wealth Management, LLC and is registered in Texas. Ryan is a Certified Financial Planner and holds the Series 7, Series 63, and SIE licenses. He has experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit sharing plans. Ryan offers financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Ryan Huey is currently registered with Roserock Wealth Management, LLC. Roserock Wealth Management, LLC is a Dallas, TX-based registered investment advisor with $215.2 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for businesses and individuals, including high-net-worth individuals and charitable organizations.
Roserock Wealth Management, LLC

5950 SHERRY LANE

DALLAS, TX 75225

$215.20M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Huey’s Registration & Firm History

TX

05/15/2017 - Present

Roserock Wealth Management, LLC (DALLAS TX)

TX

04/30/2002 - 05/17/2017

PERRYMAN SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 09/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan William Huey.
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