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Susannah M Ryan

Independent Solutions Wealth Management, LLC

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About Susannah M Ryan

Susannah Ryan is an investment advisor representative with Independent Solutions Wealth Management, LLC based in Williamsville, NY. Susannah has been in the industry since June 2008. Susannah is registered with the state of New York as well as Louisiana and Texas. Susannah specializes in financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Susannah is also associated with Blackridge Asset Management, LLC, where she is an IAR. Susannah has a Series 7, SIE, and Series 66.

Firm Information

Susannah Ryan is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Susannah Ryan’s Registration & Firm History

NY

09/03/2015 - Present

Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)

NY

06/25/2008 - 09/03/2015

NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)

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Licenses & Designations

BOTH

Issued 01/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susannah M Ryan.
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