RD
RD

Ryan Dewane

2 Years of Experience
Newport Beach, CA
Broker

Ryan Dewane is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport Beach, CA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2429 W. Coast Highway, Suite 207, Newport Beach, CA, 92663

Get directions

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.

Learn about disclosures →
Other Business Activities

Ryan operates Dewane Investment Strategies as a support company, but spends no time on it. He also owns an online wine media newsletter called Up in the Valley, dedicating a few hours per week to writing the publication.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
CA
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.