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Regina Ryan, portrait

Regina Ryan

Investment adviser representative at Bison Wealth Management in Lancaster, SC

Investment adviser registrationUpdated

Regina Ryan is an investment adviser representative at Bison Wealth Management, LLC, an investment adviser managing $131M, and works from its Lancaster, SC office. Regina Ryan has been registered through Bison Wealth Management since 20 March 2026, has 12 years in the industry across 2 firms and has passed the Series 7 and Series 63.

12
Years in industry
0
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Regina Ryan has been an investment adviser representative at Bison Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners. Regina Ryan holds a Bachelor of Science in Education and Psychology from the University of Dayton and a Master's degree in Education and Administration from the University of Evansville.

Bison Wealth Management, LLC is a Lyndhurst, OH firm with $131M under management, 160 clients and 3 advisers across 2 offices, as of its September 2026 filing.

Regina Ryan is Financial Advisor of Bison Wealth Management, LLC. She has over 30 years in the investment business. She started at Maxus Securities, was an investment consultant with Fifth Third Securities, and then worked at Ancora Securities.

Regina Ryan’s longest registration was 12 years at Summit Capital Inc. (2014–2026). Before joining Bison Wealth Management in 2026, Regina Ryan was registered through Summit Capital Inc.

  1. – present · under a year
    Lancaster, SC · Adviser representative · Firm CRD 340724
  2. Summit Capital Inc.
    – · 12 years
    Kiawah Island, SC · Adviser representative · Firm CRD 121335

Credentials and registrations

Investment adviser representative registrations

Regina Ryan is registered as an investment adviser representative in 2 states. The first approvals date from March 2026; the most recent is South Carolina, in August 2026.

  • OhioSince 20 March 2026
  • South CarolinaSince 3 August 2026

Examinations

Series 6310 August 1987
Name
Uniform Securities Agent State Law Examination
Series 720 September 1986
Name
General Securities Representative Examination

Key facts

Full name
Regina Mae Ryan
CRD
1560072
Firm
Bison Wealth Management · CRD 340724
Office
Lancaster, SC
Registration
Investment adviser registration
In the industry since
January 2014
Disciplinary history
Not yet shown here · SEC record
Firm bio
bisonllc.com

Common questions

Where does Regina Ryan work?

Regina Ryan is an investment adviser representative registered through Bison Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Regina Ryan a financial advisor?

Yes. Regina Ryan has a current investment-adviser registration in Ohio and South Carolina, through Bison Wealth Management since March 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Regina Ryan have?

Regina Ryan has 12 years in the financial industry, since January 2014, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Regina Ryan passed?

Regina Ryan has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 1986.

Source: IAPD individual record, checked 22 October 2026

Where is Regina Ryan based?

Regina Ryan’s registered office is in Lancaster, SC.

Source: IAPD individual record, checked 22 October 2026

Is Regina Ryan registered with FINRA?

No. Regina Ryan has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Regina Ryan’s record?

Search CRD 1560072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Regina Ryan’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Bison Wealth Management

Sources

  1. IAPD individual record, CRD 1560072, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Bison Wealth Management, LLC, filed 18 September 2026. Executive officers and direct owners; this person is not among them.
  3. Bison Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.