RK
RK

Ryan Kirby

24 Years of Experience
New York, NY
Broker

Ryan Kirby is a registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.

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Location

540 Madison Ave., 9th Floor, New York, NY, 10022

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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 a board member of Atlantic General Hospital Foundation and Diakonia, a 501c3 providing resources to the homeless, dedicating minimal time to each. He also referees youth basketball games and is the treasurer for Stray Fox Home Owner's Association, spending a few hours per week and minimal time per month, respectively.

Employment History
Current Registrations
Snowden Account Services LLCBroker
March 2017 - Present · 9 yrs 2 mos
Snowden Capital Advisors LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - March 2017 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - March 2017 · 12 yrs 6 mos
Folger Nolan Fleming Douglas IncorporatedBroker
August 2002 - September 2004 · 2 yrs 1 mo
Lombard Securities IncorporatedBroker
January 2002 - August 2002 · 7 mos
State Registrations16 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.