SVP Product · Vestwell Advisors LLC
Ryan P. Anderson
CRD 2715848 · Named on Form ADV at one SEC-registered adviser
At a glance
Vestwell Advisors LLC, an SEC-registered asset manager based in New York, NY with $1.0 billion in regulatory assets, lists Ryan P. Anderson on its Form ADV as SVP Product.
Firms and roles
- Vestwell Advisors LLCSVP ProductAsset manager · New York, NY · $1.0B in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Aaron D. SchummCEO, Vestwell Advisors LLC
- David P. SheenCFO, Vestwell Advisors LLC
- Allison L. BrecherChief Legal Officer, Vestwell Advisors LLC
- Jonathan FerraraSVP Operations, Vestwell Advisors LLC
- Richard TatumPresident, Retirement Services, Vestwell Advisors LLC
3 more people named with Ryan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.