Ryan McDonald has been an investment adviser representative at Vann Equity Management since November 2021, and is not listed among the firm’s executive officers or direct owners.
Vann Equity Management LLC is a Plano, TX firm with $231M under management, 188 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Ryan McDonald is a Portfolio Manager and Financial Planner at Vann Equity Management. He has 21+ years of financial-planning experience in North Texas, specializing in complex retirement and investment solutions.
Ryan McDonald’s longest registration is the current one, 4 years at Vann Equity Management since 2021. Before joining Vann Equity Management in 2021, Ryan McDonald was registered through Per Stirling Capital Management, LLC and TRS Advisors, LLC.
- Vann Equity Management LLCCurrent– present · 4 yearsPlano, TX · Adviser representative · Firm CRD 174239
- Per Stirling Capital Management, LLC– · 1 yearDallas, TX · Adviser representative · Firm CRD 151671
- TRS Advisors, LLC– · 1 yearDallas, TX · Adviser representative · Firm CRD 283248
- Jim Poe & Associates, Inc.– · 2 yearsFT. Worth, TX · Adviser representative · Firm CRD 140232
Investment adviser representative registrations
Ryan McDonald is registered as an investment adviser representative in Texas, since November 2021.
- TexasSince 22 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 June 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 April 1997 |
| Series 7 | General Securities Representative Examination | 11 June 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 1996 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ryan Lane McDonald
- CRD
- 2720049
- Firm
- Vann Equity Management · CRD 174239
- Office
- 4975 PRESTON PARK BLVD #490, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- June 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vannequitymanagement.com
Where does Ryan McDonald work?
Ryan McDonald is an investment adviser representative registered through Vann Equity Management LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ryan McDonald a financial advisor?
Yes. Ryan McDonald has a current investment-adviser registration in Texas, through Vann Equity Management since November 2021.
How many years of experience does Ryan McDonald have?
Ryan McDonald has 29 years in the financial industry, since June 1997, across 4 adviser firms.
What exams has Ryan McDonald passed?
Ryan McDonald has passed 4 licensing exams: the Series 63, Series 7, Series 24 and Series 66. The earliest, the Series 63, was passed in May 1996. FINRA credited Ryan McDonald with the SIE, which began in October 2018.
Where did Ryan McDonald work before Vann Equity Management?
Before Vann Equity Management, Ryan McDonald was registered through Per Stirling Capital Management, LLC, February 2020 to November 2021; TRS Advisors, LLC, February 2018 to December 2019; Jim Poe & Associates, Inc., August 2017 to December 2019.
Where is Ryan McDonald based?
Ryan McDonald’s registered office is in Plano, TX.
Is Ryan McDonald registered with FINRA?
No. Ryan McDonald has no current broker registration.
How can I verify Ryan McDonald’s record?
Search CRD 2720049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan McDonald’s full registration record.