Ryan Allan Cox

CFP

Dew Wealth Management

9 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth

Dew Wealth Management

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

176 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$361.9M

Fee Structure

Financial Planning:Investment management only

Location

8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260

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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.

Employment History

Current Registrations

Dew Wealth Management

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Avantax Investment Services, INC.Broker

October 2019 - June 2021 · 1 yr 8 mos

Avantax Advisory Services

October 2019 - June 2021 · 1 yr 8 mos

1st Global Advisors INC

June 2016 - October 2019 · 3 yrs 4 mos

1st Global Capital CORP.Broker

March 2016 - October 2019 · 3 yrs 7 mos

State Registrations2 states

AZTX

Advisor

Exams

No exam information available for this advisor.