Ryan Brooks Davis

Financial advisor at Osaic Wealth, Inc. · Ellicott City, MD

Last updated 2026-10-10

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Ryan Brooks Davis is a financial advisor at Osaic Wealth, Inc. in Ellicott City, MD, CRD 7584256. Licenses and exams on the registration: Series 66. IAPD registration began 2026-04-20.

Registration

CRD number
7584256
Registration status
Active
IAPD registration
2026-04-20
Industry Experience
0 years
Work Experience
12 years
States registered
MD

Licenses and exams

  • Series 66

Work history

  • 2024-06 to Present · Stonebridge Advisors · Ellicott City, MD
  • 2023-06 to 2023-09 · Hcpss · Ellicott City, MD
  • 2022-07 to 2023-05 · Stonebridge Advisors · Ellicott City, MD
  • 2017-07 to 2020-08 · Turf Valley Resort · Ellicott City, MD
  • 2014-01 to 2017-06 · Unemployed · Ellicott City, MD
  • 2023-10 to 2024-05 · Unemployed · Ellicott City, MD
  • 2020-09 to 2022-06 · Unemployed · Ellicott City, MD
  • 2025-03 to Present · Osaic Wealth, Inc · Ellicott City, MD

Current employment

SEC IAPD record for Ryan Brooks Davis

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Ryan Brooks Davis is a financial advisor at Osaic Wealth, Inc. in Ellicott City, MD. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 12 years of reported work history. Reported roles include Stonebridge Advisors, Unemployed, Hcpss, Turf Valley Resort, among others.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

24 Frederick Road, Ellicott City, MD 21043

16 advisors at this office.

Osaic Wealth office in Ellicott City, MD

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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