Ryan Joseph Herits

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2015 → 11/2016
  Mass Mutual Life Insurance Company
  Syosset, NY
• 05/2016 → 11/2016
  Mml Investors Services
  Syosset, NY
• 11/2016 → 08/2019
  Vanderbilt Securities, Llc
  Woodbury, NY
• 04/2014 → Present
  Rhyno Consulting Llc
  Metuchen, NJ
• 04/2016 → Present
  Bespoke Wealth Management
  Glen Head, NY
• 05/2014 → 07/2024
  Nyc Surgical Associates
  New York, NY
• 08/2019 → 07/2024
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2019 → 07/2024
  Mutual Inc.
  Farmingville, NY
• 12/2018 → Present
  Vital Planning Services ,Llc
  Glen Head, NY
• 07/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2019-08-23 → 2024-07-18
  Planmember Securities Corporation
  Farmingville, NY
  Oviedo, FL
  Palm Beach Gardens, FL
• 2019-03-30 → 2019-08-20
  Vanderbilt Advisory Services
  Woodbury, NY

Other Businesses

GMT PARTNERS, LLC POSITION: Owner NATURE: Collectibles/Sports Cards INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 55 Simonson Road, Glen Head NY 11545, United States DESCRIPTION: Buying, selling, trading sports cards RHYNO CONSULTING, LLC POSITION: President NATURE: Business Management Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2024 ADDRESS: 26 Michael Drive, Metuchen NJ 08840, United States DESCRIPTION: Act as a consultant for business owners. Helping individuals grow their businesses or find new professional relationships. WESTCHESTER FINANCIAL PARTNERS LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2024 ADDRESS: 445 Broad Hollow Rd, Suite 25, Melville NY 11747, United States DESCRIPTION: Insurance Sales BESPOKE WEALTH MANAGEMENT, INC. POSITION: CEO/Agent NATURE: P&C Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2016 ADDRESS: 445 Broad Hollow Rd, Suite 25, Melville NY 11747, United States DESCRIPTION: P&C brokerage VITAL INSURANCE AGENCY, INC. POSITION: CEO, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: 445 Broad Hollow Rd, Suite 25, Melville NY 11747, United States DESCRIPTION: Insurance sales VITAL PLANNING SERVICES, LLC POSITION: President NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2024 ADDRESS: 445 Braod Hollow Rd, Suite 25, Melville NY 11747, United States DESCRIPTION: Journal insurance commissions through this entity for tax/accounting purposes VITAL WEALTH MANAGEMENT, INC. POSITION: Owner NATURE: Tax/Accounting/Marketing Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 6/16/2025 ADDRESS: 445 Broadhollow Road Suite 25, Melville NY 11747 DESCRIPTION: DBA for Lincoln business. Journal commissions for tax/accounting purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-06
• S63 Uniform Securities Agent State Law Examination
  2012-05-11

Other Names

• Ryan Heritis
• Ryan Herits