Timothy Ryan
Timothy Ryan is a registered investment advisor at UBS Financial Services INC., based in Rocky River, OH, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
18500 Lake Road, Suite 400, Rocky River, OH, 44116
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2010Customer Dispute
November 2009Customer Dispute
May 2002Customer Dispute
January 2001Customer Dispute
October 1997Other Business Activities
Timothy is an LLC member of RJS Steamboat LLC since 2003, owning a timeshare for personal use. He dedicates minimal time to this activity.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Investors CorporationBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.