Ryan Bergmann has been an investment adviser representative at SilverLake Wealth Management since December 2022, and is not listed among the firm’s executive officers or direct owners.
Silverlake Wealth Management LLC is a Williston, VT firm with $849M under management, 1,072 clients and 11 advisers across 5 offices, as of its July 2026 filing.
Ryan Bergmann is Vice President of SilverLake Wealth Management. Before joining SilverLake, he was with Morgan Stanley for nearly four years, where he developed personalized financial plans that address the cash flow and risk management needs of each client. Before that he spent more than a decade in the San Francisco Bay area, working in corporate finance at GAP Inc and Keurig Dr Pepper.
Ryan Bergmann’s longest registration is the current one, 3 years at SilverLake Wealth Management since 2022. Before joining SilverLake Wealth Management in 2022, Ryan Bergmann was registered through Morgan Stanley.
- – present · 3 yearsWilliston, VT · Adviser representative · Firm CRD 165525
- Morgan Stanley– · 3 yearsColchester, VT · Adviser representative · Firm CRD 149777
Professional designations
Listed by SilverLake Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ryan Bergmann is registered as an investment adviser representative in Vermont, since December 2022.
- VermontSince 2 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 October 2019 |
| Series 7TO | General Securities Representative Examination | 25 September 2019 |
| SIE | Securities Industry Essentials Examination | 3 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan J Bergmann
- CRD
- 7127547
- Firm
- SilverLake Wealth Management · CRD 165525
- Office
- 33 BLAIR PARK ROAD, SUITE 100, Williston, VT 05495
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- silverlakewealth.com
Where does Ryan Bergmann work?
Ryan Bergmann is an investment adviser representative registered through Silverlake Wealth Management LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Bergmann a financial advisor?
Yes. Ryan Bergmann has a current investment-adviser registration in Vermont, through SilverLake Wealth Management since December 2022.
How many years of experience does Ryan Bergmann have?
Ryan Bergmann has 7 years in the financial industry, since September 2019, across 2 adviser firms.
What exams has Ryan Bergmann passed?
Ryan Bergmann has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where is Ryan Bergmann based?
Ryan Bergmann’s registered office is in Williston, VT.
Is Ryan Bergmann registered with FINRA?
No. Ryan Bergmann has no current broker registration.
Is Ryan Bergmann a CFP?
SilverLake Wealth Management lists Ryan Bergmann with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ryan Bergmann’s record?
Search CRD 7127547 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Bergmann’s full registration record.
