Ryan Robertshaw is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 16 years of industry experience.
Location
9200 Montgomery Road, Unit 12A, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan pays bills for the office via Cooper Financial Management LTD., LLC, and serves as Treasurer for the Nativity Booster Club. He also acts as a Director for Robertshaw Capital Group, the DBA name for their wealth management practice, dedicating about half his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations41 states
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