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Ryan Shedd

19 Years of Experience
New York, NY
Broker

Ryan Shedd is a registered investment advisor at Guggenheim Investments, based in New York, NY, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 113 clients with $7.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
39 advisors
IM Fee
Planning only
Assets Under Management
$7.4B
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Location

330 Madison Avenue, 10th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Ryan owns R and A Group, LLC, a passive portfolio of publicly traded securities, and is a partner and minority owner of Sawtooth Collective LLC, a design services business. Ryan spends minimal time on these activities.

Employment History
Current Registrations
Guggenheim Investments
March 2014 - Present · 12 yrs 6 mos
Guggenheim Funds Distributors, LLC
April 2013 - Present · 13 yrs 5 mos
Guggenheim Funds Distributors, LLCBroker
April 2013 - Present · 13 yrs 5 mos
Previous Registrations
Guggenheim Distributors, LLCBroker
February 2011 - April 2013 · 2 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2011 · 1 yr 8 mos
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2007 - June 2009 · 2 yrs 4 mos
State Registrations5 states
ILINMIOHWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.