Best Investors Account Sign in
Inactive

Rachel Alexa Ryan

Rialto Wealth Management

Syracuse, NY

Claim This Profile
Current Employers
Rialto Wealth Management

126 N Salina St. Suite 330, Syracuse, NY 13202 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-21
  • NY RA
    APPROVED
    Since 2023-04-21

Branch Locations

126 N Salina St. Suite 330, Syracuse, NY 13202 • 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
Citigroup New York NY 06/2013 07/2022
Rialto Wealth Management Syracuse NY 09/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2013-08-08
  • S66 Uniform Combined State Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2013-08-08
Other Names
  • Rachel Alexa Sheehy
  • Rachel Alexa Sheehy Ryan

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
STRATEGIC FINANCIAL SERVICES
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC

Other Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN

Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

More in Syracuse, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor