Partner and Chief Operating Officer · Bellingrath Wealth Management, L.L.C.
Ryan W. Swayze
CRD 6320337 · Named on Form ADV at one SEC-registered adviser
At a glance
Bellingrath Wealth Management, L.L.C., an SEC-registered broker-dealer firm based in New Orleans, LA with $196 million in regulatory assets, lists Ryan W. Swayze on its Form ADV as Partner and Chief Operating Officer, a control person.
Firms and roles
- Bellingrath Wealth Management, L.L.C.Partner and Chief Operating OfficerBroker-dealer firm · New Orleans, LA · $196M 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
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Christopher G. WhitePartner and Chief Compliance Officer, Bellingrath Wealth Management, L.L.C.
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.