Ryan Anthony Leary

Employer firm

Tsg Advice Partners, LLC CRD 305999

$867M regulatory AUM 58 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2021 → 08/2022
  Equitable Advisors, Llc
  Worthington, OH
• 05/2018 → 08/2018
  Axa Advisors, Llc
  Columbus, OH
• 05/2018 → 07/2022
  Stonebridge Wealth Strategies
  Worthington, OH
• 01/2010 → 04/2019
  Student
  Columbus, OH
• 08/2019 → 03/2020
  Cambly
  Dayton, OH
• 07/2022 → Present
  Tsg Advice Partners, Llc
  Columbus, OH

Previous Registrations

• 2021-02-24 → 2022-08-25
  Equitable Advisors, Llc
  Worthington, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-05-16

Designations

• Certified Financial Planner