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RIA / WealthAdvisor11 years in industry

ROSS RYAN

Advisor at EDELMAN FINANCIAL ENGINES

ARDEN, NC

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Search this name across graphsid dfx:ria:700b3b54-565f-a806-97e2-9ddcde8e0ab2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2018 to Sep 14, 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: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 19, 2018
First registration: Jan 22, 2018
Dual registered: no
Other names: Ross John Ryan|Ross Ryan
IAPD individual key: 6837602

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
EDELMAN FINANCIAL ENGINES	Independent wealth	Aug 12, 2022	n/a	yes	ARDEN, NC	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 22, 2021	Aug 18, 2022	no	ASHEVILLE, NC	Previous registration
PROSPERITY CAPITAL ADVISORS	Independent wealth	Feb 11, 2020	Jul 14, 2021	no	Arden, NC\|WESTLAKE, OH	Previous registration
EDWARD JONES	National bd RIA	Jan 22, 2018	Oct 1, 2019	no	ASHEVILLE, NC\|Arden, NC\|ST LOUIS, MO	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
LPL FINANCIAL LLC	EDELMAN FINANCIAL ENGINES	Aug 18, 2022	Aug 12, 2022	-6	Firm change	RIA to RIA
PROSPERITY CAPITAL ADVISORS	LPL FINANCIAL LLC	Jul 14, 2021	Oct 22, 2021	100	Firm change	RIA to ibd
EDWARD JONES	PROSPERITY CAPITAL ADVISORS	Oct 1, 2019	Feb 11, 2020	133	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Aug 12, 2022 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 22, 2021 to Aug 18, 2022factForm ADV
→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: previous registration
Feb 11, 2020 to Jul 14, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 22, 2018 to Oct 1, 2019factForm ADV

Dated events

Occurred
Aug 18, 2022
Advisor changed firm
Ross Ryan left Lpl Financial Llc for Edelman Financial Engines (registered 2022-08-12)
Form ADVobserved 5 days ago