Ryan Dale Stevens

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Billings, MT
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Billings, MT
• 09/2021 → 04/2025
  Ashton Thomas Private Wealth, Llc
  Scottsdale, AZ
• 10/2021 → 04/2025
  M. S. Howells & Co.
  Scottsdale, AZ
• 04/2025 → Present
  Ubs Financial Services, Inc.
  Billings, MT

Previous Registrations

• 2021-09-02 → 2025-04-11
  Ashton Thomas Private Wealth
  Billings, MT
• 2011-01-03 → 2021-09-09
  Wells Fargo Clearing Services, Llc
  Sidney, MT
  Billings, MT
  Billings, MT
  Billings, MT
  Baker, MT
  Red Lodge, MT
  Red Lodge, MT
• 2008-05-16 → 2011-01-03
  Wells Fargo Investments, Llc
  Billings, MT
  Sidney, MT
  Red Lodge, MT
  Billings, MT

Exams

• S66 Uniform Combined State Law Examination
  2008-05-15