Ryan Willis is a registered investment advisor, based in Fairport, NY, with 6 years of industry experience.
Location
290 Woodcliff Drive, Fairport, NY, 14450
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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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Ryan is an employee and investment advisor representative of Manning & Napier Advisors, LLC. He also owns rental property since May 2023, which is not investment-related and requires minimal time.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
October 2023 - Present · 2 yrs 7 mos
Manning & Napier Investor Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Manning & Napier Advisors, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Boyd Watterson Asset Management, LLC
July 2019 - May 2023 · 3 yrs 10 mos
State Registrations7 states
AKHIILNYOHPAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.