SourcingSourcing

Ryan Smith

C21
IAR CRD 4596415·Industry start 2019-12-06

Identity

Legal name
Ryan Smith
CRD
4596415
NPN
—

Career

Previous employments
TLS FINANCIAL SERVICES, INC.2024-06-04
FOLIO INVESTMENTS, INC.2019-08-08
Current branches
CARLETON MCKENNA ADVISORS, LLC
BAYSHORE PARTNERS, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
2019-12-06
Est. age
29
Age confidence
high
Est. birth year
1997
BC active
Yes
IA active
No
Disclosures
No
Private residence
No

Firm affiliations

2
ELLEVEST, INC.
Executive Officer · 2.5% ownership
CRD 175476
1776 WEALTH LLC
Executive Officer · 2.5% ownership
CRD 286321