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Ryan Michael Uszenski

21 Years of Experience
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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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 the president of Can Man dba Best Bev, a manufacturing company, dedicating about 10-20% of his time. He is also a limited partner in XO Energy World Wide, a risk management consulting firm, also dedicating about 10-20% of his time, and a member of MCOB VI, LLC, which owns a Ritz-Carlton residence, and a board member of Patience Assist VI, a not-for-profit, dedicating minimal time. Ryan is also the treasurer for the Virgin Islands Swimming Federation.

Employment History
Current Registrations
Org Partners
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wealthshield Partners, LLC
May 2017 - August 2022 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - May 2017 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - May 2017 · 8 yrs 1 mo
UBS Financial Services INC.
March 2005 - April 2009 · 4 yrs 1 mo
UBS Financial Services INC.Broker
April 2004 - April 2009 · 5 yrs
Maxim Group LLCBroker
November 2003 - March 2004 · 4 mos
State Registrations1 state
Virgin Islands
Advisor
Exams
No exam information available for this advisor.