RD
RD

Ryan Dwyer

21 Years of Experience
Eugene, OR
Broker

Ryan Dwyer is a registered investment advisor at RBC Capital Markets, LLC, based in Eugene, OR, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

975 Oak Street, Suite 975, Eugene, OR, 97401-3131

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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 Activities

Ryan is involved with two non-profit organizations: the Michael J. Dwyer Foundation and the Open Door Foundation. He spends minimal time on these activities, primarily focused on fundraising and organizational support.

Employment History
Current Registrations
RBC Capital Markets, LLC
January 2020 - Present · 6 yrs 6 mos
RBC Capital Markets, LLC
January 2020 - Present · 6 yrs 6 mos
RBC Capital Markets, LLCBroker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Nuveen Asset Management, LLC
March 2011 - November 2019 · 8 yrs 8 mos
Nuveen Securities, LLCBroker
January 2011 - November 2019 · 8 yrs 10 mos
Faf Advisors, INC.
October 2010 - January 2011 · 3 mos
Quasar Distributors, LLCBroker
September 2006 - January 2011 · 4 yrs 4 mos
New England Securities Corporation
September 2002 - July 2003 · 10 mos
New England SecuritiesBroker
October 2001 - July 2003 · 1 yr 9 mos
Kms Financial Services, INC.Broker
November 2000 - February 2001 · 3 mos
State Registrations33 states
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AdvisorBrokerBoth

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 Dwyer - Financial Advisor | TrueAdvisor