Ryan Swain has been an investment adviser representative at Big Sky Wealth Advisors since July 2024, and is not listed among the firm’s executive officers or direct owners. Ryan Swain holds a B.S. in Business Administration from Montana State University.
Big Sky Wealth Advisors, LLC is a Great Falls, MT firm with $135M under management, 207 clients and 2 advisers in one office, as of its June 2026 filing.
Ryan Swain is Junior Advisor of Big Sky Wealth Advisors. He entered financial services through insurance, underwriting international shipping and customs insurance, then selling property and casualty insurance with Allstate. After a few years consulting financial advisors as an annuity and life insurance specialist, he moved to Big Sky Wealth Advisors to work directly with clients.
- Big Sky Wealth Advisors, LLCCurrent– present · 2 yearsGreat Falls, MT · Adviser representative · Firm CRD 321272
Investment adviser representative registrations
Ryan Swain is registered as an investment adviser representative in Montana, since July 2024.
- MontanaSince 15 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 April 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 August 2022 |
| Series 7TO | General Securities Representative Examination | 8 August 2022 |
| SIE | Securities Industry Essentials Examination | 2 February 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan James Swain
- CRD
- 7515045
- Firm
- Big Sky Wealth Advisors · CRD 321272
- Office
- 812 14TH STREET N, Great Falls, MT 59401
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigskywealthadvisors.com
Where does Ryan Swain work?
Ryan Swain is an investment adviser representative registered through Big Sky Wealth Advisors, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Swain a financial advisor?
Yes. Ryan Swain has a current investment-adviser registration in Montana, through Big Sky Wealth Advisors since July 2024.
How many years of experience does Ryan Swain have?
Ryan Swain has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Ryan Swain passed?
Ryan Swain has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in February 2022.
Where is Ryan Swain based?
Ryan Swain’s registered office is in Great Falls, MT.
Is Ryan Swain registered with FINRA?
No. Ryan Swain has no current broker registration.
How can I verify Ryan Swain’s record?
Search CRD 7515045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Swain’s full registration record.
