Daniel Ryan is a CFP-designated registered investment advisor at Sincerus Advisory, based in New York, NY, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 165 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Annual fees are negotiable at the discretion of Sincerus Advisory.
Fee Estimator
Contact
Daniel Ryan
Location
New York, NY
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Sincerus Advisory
Previous Registrations
Brownson, Rehmus & Foxworth, INC.
State Registrations3 states
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
Additional Information
Dann has more than a decade providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients.