Michael
Ryan

Broadway Wealth Solutions

CRD#6289722
Investment Advisor
in San Antonio, TX

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About this Advisor

Michael Ryan is a financial advisor based in San Antonio, Texas, working with Broadway Wealth Solutions. Michael has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cuso Financial Services, Lp, and Redwood Credit Union. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Broadway Wealth Solutions, which operates out of San Antonio, Texas. The firm has 27 offices and 11 employees. The firm manages assets totaling $250.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Broadway Wealth Solutions includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1177 N.E. Loop 410 5Th Floor
San Antonio, TX 78209

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Broadway Wealth Solutions Brokerage Details

Total Assets Under Management

$250,774,350

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,103

TX Average: 2,315
Average Account Size

$227,357

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Ryan Work History

2017 - Present (7 years)

Cuso Financial Services, Lp

2017 - Present (7 years)

Redwood Credit Union

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Bank Of America, N.A

2014 - 2015 (1 year)

Wells Fargo Advisors LLC

2011 - 2015 (4 years)

Wells Fargo Bank Na

Disclosures

Please visit the SEC profile of Michael Ryan 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 Broadway Wealth Solutions

Carlos Castorena
San Antonio, TX
Paul Figueroa
San Antonio, TX
Thomas Wright
San Antonio, TX
Nicole Lopez
San Antonio, TX
Jonathan Sharg
San Antonio, TX
Fredy Tun Cifuentes
San Antonio, TX
Ernesto Aguilar
San Antonio, TX
Khristene Cano
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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