Ronald Loyo has been an investment adviser representative at Expressive Wealth since August 2025, and is not listed among the firm’s executive officers or direct owners. Ronald Loyo holds an MBA from the University of Nebraska at Omaha and a B.A. in Psychology from the University of Nebraska at Omaha.
Expressive Wealth LLC is a Chicago, IL firm with $165M under management, 165 clients and 9 advisers across 5 offices, as of its September 2026 filing.
Ronald Loyo is Wealth Advisor of Expressive Wealth. He has more than 26 years of experience in financial services and works with clients alongside their CPA, attorney or other professionals.
Ronald Loyo’s longest registration was 4 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2015–2020). Before joining Expressive Wealth in 2025, Ronald Loyo was registered through Oxford Wealth Group, LLC and Edward Jones.
- Expressive Wealth LLCCurrent– present · 1 yearOrlando, FL · Adviser representative · Firm CRD 329974
- Oxford Wealth Group, LLC– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 319561
- Edward Jones– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 250
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Ronald Loyo is registered as an investment adviser representative in 2 states. Each was approved in August 2025.
- FloridaSince 14 August 2025
- IllinoisSince 14 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 October 2015 |
| Series 7 | General Securities Representative Examination | 8 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald E Loyo
- CRD
- 4807504
- Firm
- Expressive Wealth · CRD 329974
- Office
- Orlando, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- expressivewealth.com
Where does Ronald Loyo work?
Ronald Loyo is an investment adviser representative registered through Expressive Wealth LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Loyo a financial advisor?
Yes. Ronald Loyo has a current investment-adviser registration in Florida and Illinois, through Expressive Wealth since August 2025.
How many years of experience does Ronald Loyo have?
Ronald Loyo has 11 years in the financial industry, since October 2015, across 4 adviser firms.
What exams has Ronald Loyo passed?
Ronald Loyo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2015. FINRA credited Ronald Loyo with the SIE, which began in October 2018.
Where did Ronald Loyo work before Expressive Wealth?
Before Expressive Wealth, Ronald Loyo was registered through Oxford Wealth Group, LLC, May 2023 to July 2025; Edward Jones, March 2020 to May 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2015 to March 2020.
Where is Ronald Loyo based?
Ronald Loyo’s registered office is in Orlando, FL.
Is Ronald Loyo registered with FINRA?
No. Ronald Loyo has no current broker registration.
How can I verify Ronald Loyo’s record?
Search CRD 4807504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Loyo’s full registration record.
