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Ryan Jay Sullivan

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-02
NJ RA APPROVED 2026-05-27
  • TX RA
    APPROVED
    Since 2026-06-02
  • NJ RA
    APPROVED
    Since 2026-05-27

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Melville NY 01/2012 12/2022
Schwab Wealth Advisory, Inc. Jersey City NJ 05/2026 Present
Charles Schwab & Co., Inc. Jersey City NJ 12/2022 Present
  • 01/2012 → 12/2022
    Td Ameritrade, Inc.
    Melville, NY
  • 05/2026 → Present
    Schwab Wealth Advisory, Inc.
    Jersey City, NJ
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Jersey City, NJ
Previous Registrations
  • 2012-06-27 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Melville, NY
    Jersey City, NJ
  • 2012-06-27 → 2022-10-14
    Td Ameritrade, Inc.
    Huntington Station, NY
    Jersey City, NJ
    Jersey City, NJ
    Lone Tree, CO
    Watchung, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-26
  • S66 Uniform Combined State Law Examination
    2012-06-26
Designations
Other Names
  • Ryan Sullivan

View on SEC IAPD

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MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
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