DANIEL RYAN FINANCIAL LLC

DANIEL RYAN FINANCIAL LLC is an SEC-registered investment adviser (CRD 323029). Regulatory assets under management: $1.9M.

Registration

• CRD: 323029
• Type: Registered investment adviser
• Phone: (607) 372-3105
• Latest filing: 2026-03-13
• Regulatory AUM: $1.9M
• Discretionary AUM: $1.9M
• Clients: 1
• Accounts: 15

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323029 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search