Daniel Ryan has been Managing Partner, CCO of Sincerus Advisory since January 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Sincerus Advisory, LLC is a firm with $222M under management, 169 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Daniel Ryan’s longest registration is the current one, 7 years at Sincerus Advisory since 2019. Before joining Sincerus Advisory in 2019, Daniel Ryan was registered through Brownson, Rehmus & Foxworth, Inc.
- Brownson, Rehmus & Foxworth, Inc.– · 1 yearChicago, IL · Adviser representative · Firm CRD 110608
Investment adviser representative registrations
Daniel Ryan is registered as an investment adviser representative in 3 states. The first approvals date from May 2020; the most recent is New York, in March 2021.
- CaliforniaSince 14 May 2020
- New YorkSince 10 March 2021
- TexasSince 17 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 January 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Thomas Ryan
- CRD
- 5476606
- Firm
- Sincerus Advisory · CRD 300559
- Role
- Managing Partner, CCO
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Ryan work?
Daniel Ryan has been Managing Partner, CCO of Sincerus Advisory, LLC since January 2019, and is a control person of the firm.
Is Daniel Ryan a financial advisor?
Yes. Daniel Ryan has a current investment-adviser registration in California, New York and Texas, through Sincerus Advisory since August 2019.
How many years of experience does Daniel Ryan have?
Daniel Ryan has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Daniel Ryan passed?
Daniel Ryan passed the Series 65 in January 2008.
Where did Daniel Ryan work before Sincerus Advisory?
Before Sincerus Advisory, Daniel Ryan was registered through Brownson, Rehmus & Foxworth, Inc., January 2008 to November 2009.
Where is Daniel Ryan based?
Daniel Ryan’s registered office is in New York, NY.
Is Daniel Ryan registered with FINRA?
No. Daniel Ryan has no current broker registration.
How can I verify Daniel Ryan’s record?
Search CRD 5476606 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Ryan’s full registration record.
