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Detailed Report
RYAN M SINGER
RYAN MATTHEW SINGER
CRD#: 4707711
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 10950 GRANDVIEW DRIVE
SUITE 500
OVERLAND PARK, KS 66210
Registration History
200420062008201020122014201620182020202220242026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2018 - Present (6 years)BEF LEGACY SECURITIES, LLC (CRD# 269923)2016 - 2018 (2 years)BSANDERS MORRIS HARRIS LLC (CRD# 20580)2005 - 2016 (10 years)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2004 - 2005 (1 year)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2003 - 2004 (<1 year)IAEDELMAN FINANCIAL SERVICES, LLC (CRD# 113299)2006 - 2018 (12 years)
License(s)

State Registrations

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District of Columbia 3/14/2023
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Kansas 10/15/2019
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
10950 GRANDVIEW DRIVE SUITE 500, OVERLAND PARK, KS 66210
NW WASHINGTON, DC
Registered with this firm since 11/1/2018
Previous Registration(s)
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 04/28/2006 - 11/01/2018 EDELMAN FINANCIAL SERVICES, LLC (CRD#:113299) WALNUT CREEK, CA
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 04/22/2016 - 10/31/2018 EF LEGACY SECURITIES, LLC (CRD#:269923) WALNUT CREEK, CA
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 12/09/2005 - 04/22/2016 SANDERS MORRIS HARRIS LLC (CRD#:20580) FAIRFAX, VA
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 04/29/2004 - 12/08/2005 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) SCOTTSDALE, AZ
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 10/02/2003 - 01/26/2004 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.