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Ryan Groves

19 Years of Experience
Glastonbury, CT
Sells Insurance

Ryan Groves is a registered investment advisor at Black Swan Wealth Management, based in Glastonbury, CT, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth. Their firm serves 7 clients.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Minimum Investment:None

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

219 Cavan Lane, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ryan is a real estate broker and a licensed insurance agent in Massachusetts, potentially creating conflicts of interest. He is also a partner in EZInvesting LLC, which provides online educational content for DIY investors, dedicating a few hours per week to this venture.

Employment History
Current Registrations
Black Swan Wealth Management
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Symmetry Partners
May 2004 - November 2011 · 7 yrs 6 mos
State Registrations1 state
CT
Advisor

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.

Exams
No exam information available for this advisor.
Ryan Groves - Financial Advisor | TrueAdvisor