Ryan Uszenski has been an investment adviser representative at Ascentis Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Ryan Uszenski’s longest registration was 8 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2009–2017). Before joining Ascentis Wealth Management in 2026, Ryan Uszenski was registered through Org Partners and Wealthshield Partners, LLC.
- – present · under a yearSt. Thomas, VI · Adviser representative · Firm CRD 330923
- Org Partners– · 3 yearsSt Thomas, VI · Adviser representative · Firm CRD 312728
- Wealthshield Partners, LLC– · 5 yearsCary, NC · Adviser representative · Firm CRD 169584
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsSaint Thomas, VI · Adviser representative · Firm CRD 7691
- UBS Financial Services Inc.– · 4 yearsSt. Thomas, VI · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Ryan Uszenski is registered as an investment adviser representative in Virgin Islands, since February 2026.
- Virgin IslandsSince 4 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 June 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 December 2003 |
| Series 7 | General Securities Representative Examination | 24 November 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Michael Uszenski
- CRD
- 4726467
- Firm
- Ascentis Wealth Management · CRD 330923
- Office
- 840 Eastern Nazareth, St. Thomas, VI 00802
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Uszenski work?
Ryan Uszenski is an investment adviser representative registered through Ascentis Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Uszenski a financial advisor?
Yes. Ryan Uszenski has a current investment-adviser registration in Virgin Islands, through Ascentis Wealth Management since February 2026.
How many years of experience does Ryan Uszenski have?
Ryan Uszenski has 22 years in the financial industry, since February 2004, across 5 adviser firms.
What exams has Ryan Uszenski passed?
Ryan Uszenski has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2003. FINRA credited Ryan Uszenski with the SIE, which began in October 2018.
Where did Ryan Uszenski work before Ascentis Wealth Management?
Before Ascentis Wealth Management, Ryan Uszenski was registered through Org Partners, May 2022 to January 2026; Wealthshield Partners, LLC, May 2017 to August 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2009 to May 2017; UBS Financial Services Inc., March 2005 to April 2009.
Where is Ryan Uszenski based?
Ryan Uszenski’s registered office is in St. Thomas, VI.
Is Ryan Uszenski registered with FINRA?
No. Ryan Uszenski has no current broker registration.
How can I verify Ryan Uszenski’s record?
Search CRD 4726467 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Uszenski’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer