Ryan
Mccafferty

Keystone Financial Group, Inc

CRD#6365889
Investment Advisor
in Atlanta, GA

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About this Advisor

Ryan Mccafferty is a certified financial planner who works out of Atlanta, Georgia with a total of 6 years of industry experience. Mccafferty works at Keystone Financial Group, Inc. The advisor has gained experience at Morgan Stanley, Pnc Financial Services and Keystone Financial Group, Inc. Mccafferty has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Keystone Financial Group, Inc is a registered investment business that has its headquarters in Atlanta, GA. It administers $133 million in assets under management between its 454 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 454 client accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. Keystone Financial Group, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advisory services typically are based on which services the firm provides the client. However, fees billed by Keystone Financial Group, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6849 Peachtree Dunwoody Road Building B-2
Atlanta, GA 30328

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Keystone Financial Group, Inc Brokerage Details

Total Assets Under Management

$133,201,500

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

454

GA Average: 1,608
Average Account Size

$293,395

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Ryan Mccafferty Work History

Ryan has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Keystone Financial Group, Inc

2014 - 2017 (3 years)

Morgan Stanley

2012 - 2014 (2 years)

Pnc Financial Services

*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 Mccafferty 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 Keystone Financial Group, Inc

Nancy Houska
Atlanta, GA
Ryan Mccafferty
Atlanta, GA
Andrew Gilbert
Atlanta, GA
Gary Fortier
Atlanta, GA
Thomas Savage
Atlanta, GA
Rhonda Gilbert
Atlanta, GA

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.

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