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Inactive

Ryan W Marshall

Wealth Enhancement Advisory Services, LLC

New York, NY

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-09
NY RA APPROVED 2021-05-06
PA RA APPROVED 2020-01-04
  • CT RA
    APPROVED
    Since 2025-05-09
  • NY RA
    APPROVED
    Since 2021-05-06
  • PA RA
    APPROVED
    Since 2020-01-04

Branch Locations

60 E 42Nd St Suite 1555, New York, NY 10165 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
The Ayco Company, L.P./Gs & Co. Latham NY 05/2014 05/2017
The Ayco Company, L.P./Mercer Allied Latham NY 05/2017 06/2017
Evercore Wealth Management New York NY 07/2017 05/2019
Rcl Advisors New York NY 05/2019 01/2020
Wealth Enhancement Group Plymouth MN 01/2020 Present
Wealth Enhancement Advisory Services Plymouth MN 01/2020 Present
  • 05/2014 → 05/2017
    The Ayco Company, L.P./Gs & Co.
    Latham, NY
  • 05/2017 → 06/2017
    The Ayco Company, L.P./Mercer Allied
    Latham, NY
  • 07/2017 → 05/2019
    Evercore Wealth Management
    New York, NY
  • 05/2019 → 01/2020
    Rcl Advisors
    New York, NY
  • 01/2020 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 01/2020 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Other Businesses

Wealth Enhancement Group DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-03
S66 Uniform Combined State Law Examination 2014-10-10
  • S65 Uniform Investment Adviser Law Examination
    2020-01-03
  • S66 Uniform Combined State Law Examination
    2014-10-10
Designations
Other Names
  • Ryan W Marshall
  • Ryan William Marshall

View on SEC IAPD

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COMPASS GROUP LLC
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LEEDS EQUITY PARTNERS

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STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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