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Regina Mae Ryan

Bison Wealth Management, LLC

Lyndhurst, OH

Lancaster, SC

CRD 1560072

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Employer firm

Bison Wealth Management, LLC CRD 340724

$131M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Bison Wealth Management, Llc

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-03
OH RA APPROVED 2026-03-20
  • SC RA
    APPROVED
    Since 2026-08-03
  • OH RA
    APPROVED
    Since 2026-03-20

Branch Locations

5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States

Lancaster, SC • 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
Summit Capital Inc Beachwood OH 01/2014 Present
Bison Wealth Management, Llc Lyndhurst OH 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-08-10
  • S63 Uniform Securities Agent State Law Examination
    1987-08-10
Other Names
  • Regina Fana

View on SEC IAPD

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