Ryan
Cox
Dew Wealth Management
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About this Advisor
Ryan Cox is a certified financial planner who works out of Scottsdale, Arizona who has 2 years of industry experience. Cox is an employee of Dew Wealth Management. During their career, Cox has held roles at Tax & Financial Group, Northern Arizona University, Deutsche Bank, Husami & Associates and Dew Wealth Management. Cox holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona and Texas. Dew Wealth Management is a company headquartered in Scottsdale, AZ. The firm has offices in 10 locations and a total of 28 people on staff. It oversees $251 million in assets under management across its 492 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 492 accounts, 63% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Dew Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually are based on the type of financial services provided. Fees billed by Dew Wealth Management can include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dew Wealth Management Brokerage Details
$250,583,013
28
492
$509,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ryan Cox Work History
Ryan has been registered as a financial advisor for 2 years.*
Dew Wealth Management
Husami & Associates
Tax & Financial Group
Deutsche Bank
Northern Arizona University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dew Wealth Management
St. Louis, MO
Scottsdale, AZ
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Denver, CO
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Trenton, MI
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
