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Chief Compliance Officer · Ellevest

Ryan Smith

CRD 4596415 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Ellevest, an SEC-registered wealth manager based in New York, NY with $1.1 billion in regulatory assets, lists Ryan Smith on its Form ADV as Chief Compliance Officer. The SEC filings also name Ryan at 1 other registered adviser.

Firms and roles

  • EllevestChief Compliance OfficerWealth manager · New York, NY · $1.1B in regulatory assets
  • 1776 Wealth LLCCCOWealth manager · Sandy Springs, GA · $391M 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
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

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.