President · Diversify Advisory Services, LLC
Ryan O. Smith
CRD 4340304 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Diversify Advisory Services, LLC, an SEC-registered wealth manager based in South Jordan, UT with $4.6 billion in regulatory assets, lists Ryan O. Smith on its Form ADV as President, a control person. The SEC filings also name Ryan at 1 other registered adviser.
Firms and roles
- Diversify Advisory Services, LLCPresidentWealth manager · South Jordan, UT · $4.6B in regulatory assets
- Diversify Wealth Management, LLCChief Executive OfficerWealth manager · South Jordan, UT · $4.1B 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 each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John B. AndersonCOO, Diversify Advisory Services, LLC
- Bryant ArmstrongCFO, Diversify Advisory Services, LLC
- David J. WrigleyChief Investment Officer, Diversify Advisory Services, LLC
- Jason AndersonCCO, Diversify Advisory Services, LLC
Something 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.