Roberts & Ryan, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 19456
- Registered since
- May 1, 1987
- Website
- roberts-ryan.com
Firm profile
FINTRXOverview
Roberts & Ryan, Inc. is organized as a corporation and is classified in public records as an investment bank. Ownership is identified as a mix of a domestic entity and individual owners. Available filings and summaries do not describe the firm’s advisory model, fee arrangements, or specific business lines beyond the investment bank classification. Publicly reported attributes indicate the firm does not operate as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Daniel Roberts
Chief Compliance OfficerCRD 2208120

Edward Dalessandro
Chief Operating OfficerCRD 2335785

Kenneth Merlo
Chief Compliance Officer & Legal CounselCRD 4832294
Contacts
3 of 28
Alberto Pontonio
Senior DirectorCRD 2527463
Daniel Beaton
FinOpCRD 4240769

Timothy Pynchon
Managing Partner, Portfolio ManagerCRD 1233233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 39 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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