Ryan Modzeleski

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 01/2022 → 05/2025
  Energysage
  Boston, MA
• 07/2020 → 12/2021
  Legacy Wealth Advisors
  Syracuse, NY
• 06/2021 → 08/2021
  Gateway Diversified
  Syracuse, NY
• 08/2018 → 05/2022
  N/A
  Boston, MA
• 01/2015 → 06/2018
  N/A
  Syracuse, NY
• 09/2025 → 05/2026
  Rkl Private Wealth
  Lancaster, PA
• 06/2025 → 08/2025
  Unemployed
  Cazenovia, NY
• 05/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 05/2026 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2026-01-23 → 2026-05-12
  Rkl Private Wealth
  Lancaster, PA

Other Businesses

(1) Legacy Wealth Advisors of NY; Wealth Management; 549 Brook Shire Ct, Mechanicsburg, PA 17055; Investment Related; Associate; Start 5/11/2026; 160 hours/month, 160 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-23

Other Names

• Ryan Peter Modzeleski