Ryan
Darmofal

Altium Wealth Management

CRD#5292763
Investment Advisor
in Purchase, NY

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About this Advisor

Ryan Darmofal is a chartered financial analyst operating out of Purchase, New York, with 1 year of industry experience. Darmofal works at Altium Wealth Management. Throughout their career, they have worked at City National Rochdale, Altium Wealth Management, Hightower Altium Holding, LLC, Legg Mason Investor Services, LLC, Us Trust and Legg Mason & Co LLC. Darmofal has Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to serve investors in New York. Altium Wealth Management is a financial advisory company that has its headquarters in Purchase, NY. It controls $3 billion in total assets among its 3,532 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 3,532 customer accounts, 52% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Altium Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on the type of financial services provided. However, fees charged by Altium Wealth Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2500 Westchester Ave. Suite 210
Purchase, NY 10577

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Altium Wealth Management Brokerage Details

Total Assets Under Management

$2,942,449,005

NY Average: $7,464,549,021
Total Number of Employees

36

NY Average: 88
Total Number of Accounts

3,532

NY Average: 3,892
Average Account Size

$833,083

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ryan Darmofal Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hightower Altium Holding, LLC

2021 - 2022 (1 year)

Altium Wealth Management

2017 - 2021 (4 years)

City National Rochdale

2015 - 2017 (2 years)

Legg Mason Investor Services, LLC

2015 - 2017 (2 years)

Legg Mason & Co LLC

2011 - 2015 (4 years)

Us Trust

*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 Darmofal 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 Altium Wealth Management

David Siegel
Purchase, NY
Charles Paksi
Purchase, NY
Paul Bucci
Purchase, NY
Courtney Ingraham
Purchase, NY
Michael Buonassi
Purchase, NY
Ryan Darmofal
Purchase, NY
Tyler Bisack
Purchase, NY
Gregory Slater
Purchase, NY

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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