Member and Manager · RBS Wealth Management
Ryan B. Stephen
CRD 5658456 · Named on Form ADV at one SEC-registered adviser
At a glance
RBS Wealth Management, an SEC-registered wealth manager based in Alto, MI with $322 million in regulatory assets, lists Ryan B. Stephen on its Form ADV as Member and Manager, a control person.
Firms and roles
- RBS Wealth ManagementMember and ManagerWealth manager · Alto, MI · $322M 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
- Locked
- 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
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Colleagues named on the same filings
- Kevin M. KimChief Compliance Officer, RBS Wealth Management
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.