Ross Ryan

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2017 → 09/2019
  Edward Jones
  St Louis, MO
• 07/2015 → 07/2017
  Field And Stream
  Asheville, NC
• 02/2020 → 07/2021
  Prosperity Capital Advisors
  Westlake, OH
• 09/2019 → 02/2020
  Unemployed
  Arden, NC
• 02/2020 → 11/2020
  Mercap Securities, Llc
  Paoli, PA
• 10/2020 → 09/2021
  Innovation Partners Llc
  Charlotte, NC
• 10/2021 → 08/2022
  Lpl Financial Llc
  Asheville, NC
• 08/2022 → 06/2025
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 06/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2021-10-22 → 2022-08-18
  Lpl Financial Llc
  Asheville, NC
• 2020-02-11 → 2021-07-14
  Prosperity Capital Advisors
  Arden, NC
  Westlake, OH
• 2018-01-22 → 2019-10-01
  Edward Jones
  Asheville, NC
  Arden, NC
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2018-01-19

Other Names

• Ross John Ryan
• Ross Ryan