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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

STEVEN RYAN

Advisor at PNC WEALTH MANAGEMENT

BEAVERCREEK, OH | Centerville, OH

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Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2002 to Sep 19, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PNC WEALTH MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 11, 1999
First registration: Jul 26, 2002
Dual registered: yes, broker-dealer
Other names: STEVE RYAN|STEVEN MICHAEL RYAN
IAPD individual key: 3215335

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Sep 18, 2026	n/a	yes	Centerville, OH	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jan 20, 2011	n/a	yes	BEAVERCREEK, OH	Current employment
WESBANCO SECURITIES, INC.	Bd affiliated wealth	Oct 18, 2005	Jan 4, 2011	no	CLEVELAND, OH\|SPRINGFIELD, OH\|SPRINGFIELD, OH\|WHEELING, WV	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Sep 27, 2005	no	CHICAGO, IL	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Jul 26, 2002	Jul 6, 2005	no	DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESBANCO SECURITIES, INC.	PNC WEALTH MANAGEMENT	Jan 4, 2011	Jan 20, 2011	16	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	WESBANCO SECURITIES, INC.	Sep 27, 2005	Oct 18, 2005	21	Firm change	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other

Relationships

Registered with (4)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 20, 2011 to presentfactForm ADV
→ WESBANCO SECURITIES, INC.Registered adviserregistration: previous registration
Oct 18, 2005 to Jan 4, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Sep 27, 2005factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 26, 2002 to Jul 6, 2005factForm ADV

Dated events

No dated event names this entity yet.