Randy Alan Ryan

Employer firm

Chevy Chase Trust Company CRD 110742

$44.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 06/2020
  Mason Investment Advisory Services, Inc.
  Reston, VA
• 07/2020 → 12/2023
  Oars Capital
  Dillsburg, PA
• 12/2023 → Present
  Chevy Chase Trust Company
  Bethesda, MD

Previous Registrations

• 2020-07-03 → 2023-12-22
  Oars Capital
  Dillsburg, PA
• 2007-08-31 → 2020-10-06
  Mason Investment Advisory Services Inc
  Reston, VA

Other Businesses

Randy Ryan resigned as an employee from OARS Capital on December 1, 2023. He remains a 10% shareholder of the company. A final buyout agreement is currently being negotiated.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-19

Designations

• Personal Financial Specialist