Robert Joseph Ryder

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY 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

• 03/2015 → 06/2020
  Hsbc Securities (Usa) Inc
  Manhasset, NY
• 08/2016 → 06/2020
  Hsbc Bank Usa, N.A.
  Manhasset, NY
• 07/2020 → Present
  Mutual Advisors, Llc.
  Casper, WY
• 08/2020 → Present
  Kingswood Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2020-07-15 → 2020-09-04
  Mutual Advisors, Llc
  Babylon, NY
• 2015-04-07 → 2020-06-05
  Hsbc Securities (Usa) Inc.
  Manhasset, NY
  Port Washington, NY
  Garden City, NY
  Hewlett, NY
  Cedarhurst, NY
• 2012-10-01 → 2015-01-05
  J.P. Morgan Securities Llc
  Williston Park, NY
  Garden City, NY
  Garden City, NY
  Williston Park, NY
  Garden City, NY
  Garden City, NY
• 2011-11-29 → 2012-10-01
  Chase Investment Services Corp.
  Garden City, NY
  Garden City, NY
  Williston Park, NY

Other Businesses

1) Renaissance Digital Investments Inc - Not investment related - 1083 Old Country Rd Sevena Park MD 21146 - DBA, S-Corp - Owner - 10/2021 - 120hrs/mo - 120hrs/m during trading hrs - It is the incorporated business name related to custody of services provided my clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-26
• S63 Uniform Securities Agent State Law Examination
  1985-06-01

Other Names

• Bob Ryder
• Robert Joseph Ryder