William Ryan Tevis

Employer firm

Tevis Investment Management, LLC CRD 167750

$235M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2013 → Present
  Tevis Investment Management, Llc
  Dallas, TX

Previous Registrations

• 2012-08-28 → 2013-06-21
  Th Wealth Management Llc
  Dallas, TX
• 2007-12-19 → 2013-02-25
  Andrew Garrett Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2000-06-01 → 2002-12-09
  Citigroup Global Markets Inc.
  Dallas, TX

Other Businesses

Ryan Tevis, Business is investment related, Located at 4300 Marsh Ridge Rd., Suite 112, Carrollton, TX 75010, Nature of business: Insurance/Annuities, Insurance agent for various insurance companies. Title: Insurance Agent, Started 11/2002, Devote 1 to 2 hours/month, 1 to 2 hours a month during trading hours, Duties: Mainly service the annuity accounts and handle distributions and reallocation's for the clients. Ryan Palmer Foundation, non-investment related, 5700 West Plano Parkway Suite 3800 Plano Tx 75093, Nature of business: Non profit for medical services, Title: Treasurer , January 2018, 2 hours a month, 0 hours during trading hours, Pay monthly bills and handling the financials for the Foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-18
• S63 Uniform Securities Agent State Law Examination
  2000-05-02

Other Names

• Ryan Tevis