Ryan Williams has been an investment adviser representative at Elite Life Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
Elite Life Management LLC is an Erie, PA firm with $147M under management, 91 clients and 4 advisers across 2 offices, as of its November 2025 filing.
Ryan Williams is Senior Financial Advisor of Elite Life Management, based in Sarasota, Florida. He started his career in financial services at Merrill Lynch in Sarasota in 2016, and his focus is on individuals in the sports and entertainment industries. His background includes professional baseball in the European Professional Baseball League.
Ryan Williams’ longest registration is the current one, 5 years at Elite Life Management since 2021. Before joining Elite Life Management in 2021, Ryan Williams was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Elite Life Management LLCCurrent– present · 5 yearsErie, PA · Adviser representative · Firm CRD 310917
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Elite Life Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Ryan Williams is registered as an investment adviser representative in Florida, since March 2021.
- FloridaSince 3 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 9 September 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 September 2016 |
| Series 7 | General Securities Representative Examination | 28 July 2016 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Alden Williams
- CRD
- 6655190
- Firm
- Elite Life Management · CRD 310917
- Office
- 2725 COLONIAL AVE, Erie, PA 16505
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elitelifeteam.com
Where does Ryan Williams work?
Ryan Williams is an investment adviser representative registered through Elite Life Management LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Williams a financial advisor?
Yes. Ryan Williams has a current investment-adviser registration in Florida, through Elite Life Management since March 2021.
How many years of experience does Ryan Williams have?
Ryan Williams has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Ryan Williams passed?
Ryan Williams has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in July 2016. FINRA credited Ryan Williams with the SIE, which began in October 2018.
Where did Ryan Williams work before Elite Life Management?
Before Elite Life Management, Ryan Williams was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2016 to March 2021.
Where is Ryan Williams based?
Ryan Williams’ registered office is in Erie, PA.
Is Ryan Williams registered with FINRA?
No. Ryan Williams has no current broker registration.
Is Ryan Williams a CFP?
Elite Life Management lists Ryan Williams with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ryan Williams, CFP®, ChFC® biography, elitelifeteam.com
How can I verify Ryan Williams’ record?
Search CRD 6655190 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Williams’ full registration record.
- Christopher AllegrettiChief Executive Officer
- Scott CrossChief Operating Officer
- Michael WassmannChief Compliance Officer
Jeremy ShelbyManager