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Ryan Donovan

Compass Ion Advisors, LLC

Conshohocken, PA

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Current Employers
Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-03
TX RA APPROVED 2024-12-03
  • PA RA
    APPROVED
    Since 2024-12-03
  • TX RA
    APPROVED
    Since 2024-12-03

Branch Locations

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • 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
Kpmg Philadelphia PA 09/2016 08/2019
Philadelphia Union Chester PA 08/2019 10/2020
Vanguard Malvern PA 10/2020 09/2024
Compass Ion Advisors, Llc Conshohocken PA 09/2024 Present
  • 09/2016 → 08/2019
    Kpmg
    Philadelphia, PA
  • 08/2019 → 10/2020
    Philadelphia Union
    Chester, PA
  • 10/2020 → 09/2024
    Vanguard
    Malvern, PA
  • 09/2024 → Present
    Compass Ion Advisors, Llc
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-03
  • S65 Uniform Investment Adviser Law Examination
    2024-12-03
Other Names
  • Ryan Donovan
  • Ryan J. Donovan

View on SEC IAPD

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