Anthony Ryan has been an investment adviser representative at Success Wealth Management since October 2026, and is not listed among the firm’s executive officers or direct owners. Anthony Ryan studied at St. Edward's University.
Success Wealth Management LLC is a Wexford, PA firm with $110M under management, 821 clients and 15 advisers across 15 offices, as of its September 2026 filing.
Anthony Ryan is an Investment Adviser Representative of Success Wealth Management, based in Austin, Texas. He began his career in financial services in 2019 and has experience in residential and commercial mortgage lending, retail and business banking, insurance and investment management. As a pension specialist, he helps state and public-sector employees integrate their pensions and investments into a retirement strategy.
Anthony Ryan’s longest registration was 1 year at Park Avenue Securities LLC (2024–2025). Before joining Success Wealth Management in 2026, Anthony Ryan was registered through Park Avenue Securities LLC and Wells Fargo Clearing Services, LLC.
- – present · under a yearCedar Park, TX · Adviser representative · Firm CRD 299094
- Park Avenue Securities LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 46173
- Wells Fargo Clearing Services, LLC– · under a yearCedar Park, TX · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Anthony Ryan is registered as an investment adviser representative in Texas, since October 2026.
- TexasSince 6 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 October 2022 |
| Series 7TO | General Securities Representative Examination | 3 March 2020 |
| SIE | Securities Industry Essentials Examination | 3 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Anthony Martin Ryan
- CRD
- 7144602
- Firm
- Success Wealth Management · CRD 299094
- Office
- 1101 Arrow Point Dr, Suite 301, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- successwealth.org
Where does Anthony Ryan work?
Anthony Ryan is an investment adviser representative registered through Success Wealth Management LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Ryan a financial advisor?
Yes. Anthony Ryan has a current investment-adviser registration in Texas, through Success Wealth Management since October 2026.
How many years of experience does Anthony Ryan have?
Anthony Ryan has 1 year in the financial industry, since October 2024, across 3 adviser firms.
What exams has Anthony Ryan passed?
Anthony Ryan has passed 5 licensing exams: the SIE, Series 7TO, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in December 2019.
Where did Anthony Ryan work before Success Wealth Management?
Before Success Wealth Management, Anthony Ryan was registered through Park Avenue Securities LLC, May 2024 to May 2025; Wells Fargo Clearing Services, LLC, November 2022 to August 2023.
Where is Anthony Ryan based?
Anthony Ryan’s registered office is in Cedar Park, TX.
Is Anthony Ryan registered with FINRA?
No. Anthony Ryan has no current broker registration.
How can I verify Anthony Ryan’s record?
Search CRD 7144602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Ryan’s full registration record.
