Michael
Ryan
Broadway Wealth Solutions
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About this Advisor
Michael Ryan is a financial advisor working out of San Antonio, Texas, who has 1 year of industry experience. Ryan currently works for Broadway Wealth Solutions. The advisor has gained experience 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. Ryan maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Texas. Broadway Wealth Solutions is a business that has its headquarters in San Antonio, TX. The investment advisory business has offices in 27 locations and a total of 10 employees. It oversees $148 million in assets among its 929 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 929 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in investable assets. The firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Broadway Wealth Solutions typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Broadway Wealth Solutions Brokerage Details
$148,101,435
10
929
$159,420
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Ryan Work History
Michael has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Redwood Credit Union
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*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 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
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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