Ryan Swayze has been Partner and Chief Operating Officer of Bellingrath Wealth Management since April 2025, is a control person of the firm and directly owns under 5% of it. Ryan Swayze holds a Finance degree from the University of New Orleans.
Bellingrath Wealth Management, L.L.C. is a New Orleans, LA firm with $196M under management, 210 clients and 4 advisers in one office, as of its May 2026 filing.
Ryan W. Swayze is Partner & Wealth Manager of Bellingrath Wealth Management, based in New Orleans, Louisiana. He began his finance career at Bellingrath as an intern in 2013. After earning his Finance Degree he began his career at one of the largest firms in the country, then returned to Bellingrath.
Ryan Swayze’s longest registration was 4 years at LPL Financial LLC (2021–2025). Before joining Bellingrath Wealth Management in 2025, Ryan Swayze was registered through LPL Financial LLC and Cetera Investment Advisers LLC.
- – present · 1 yearNew Orleans, LA · Adviser representative · Firm CRD 336024
- LPL Financial LLC– · 4 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Cetera Investment Advisers LLC– · under a yearNew Orleans, LA · Adviser representative · Firm CRD 105644
- Morgan Stanley– · 3 yearsNew Orleans, LA · Adviser representative · Firm CRD 149777
Professional designations
Listed by Bellingrath Wealth Management
- CFP®
Investment adviser representative registrations
Ryan Swayze is registered as an investment adviser representative in 2 states. Each was approved in July 2025.
- LouisianaSince 24 July 2025
- MississippiSince 25 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 June 2016 |
| Series 7 | General Securities Representative Examination | 22 March 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Woolford Swayze
- CRD
- 6320337
- Firm
- Bellingrath Wealth Management · CRD 336024
- Role
- Partner and Chief Operating Officer
- Office
- 6065 MAGAZINE STREET, New Orleans, LA 70118
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bellingrathwealth.com
Where does Ryan Swayze work?
Ryan Swayze has been Partner and Chief Operating Officer of Bellingrath Wealth Management, L.L.C. since April 2025, and is a control person of the firm.
Is Ryan Swayze a financial advisor?
Yes. Ryan Swayze has a current investment-adviser registration in Louisiana and Mississippi, through Bellingrath Wealth Management since July 2025.
How many years of experience does Ryan Swayze have?
Ryan Swayze has 10 years in the financial industry, since August 2016, across 4 adviser firms.
What exams has Ryan Swayze passed?
Ryan Swayze has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2016. FINRA credited Ryan Swayze with the SIE, which began in October 2018.
Where did Ryan Swayze work before Bellingrath Wealth Management?
Before Bellingrath Wealth Management, Ryan Swayze was registered through LPL Financial LLC, July 2021 to July 2025; Cetera Investment Advisers LLC, October 2020 to July 2021; Morgan Stanley, June 2016 to May 2020.
Where is Ryan Swayze based?
Ryan Swayze’s registered office is in New Orleans, LA.
Is Ryan Swayze registered with FINRA?
Yes. Ryan Swayze has a current broker registration, under CRD 6320337.
Source: FINRA BrokerCheck
Is Ryan Swayze a CFP?
Bellingrath Wealth Management lists Ryan Swayze with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Ryan W. Swayze, CFP ® biography, bellingrathwealth.com
How can I verify Ryan Swayze’s record?
Search CRD 6320337 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ryan Swayze’s full registration record.