Roberts & Ryan, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
19456
Registered since
May 1, 1987

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Daniel Roberts

    Daniel Roberts

    Chief Compliance OfficerCRD 2208120

  • Edward Dalessandro

    Edward Dalessandro

    Chief Operating OfficerCRD 2335785

  • Kenneth Merlo

    Kenneth Merlo

    Chief Compliance Officer & Legal CounselCRD 4832294

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Contacts

3 of 28
  • Alberto Pontonio

    Alberto Pontonio

    Senior DirectorCRD 2527463

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Timothy Pynchon

    Timothy Pynchon

    Managing Partner, Portfolio ManagerCRD 1233233

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth