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 the dataset as an investment bank. The firm has been SEC-registered since 1987. Ownership is noted as a mix of a domestic entity and an individual. Dataset flags indicate the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not provide details on the firm's advisory activities, client segments, fee schedules or specific business lines, so public-facing information about how the firm sources or manages client relationships is limited.
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
Sadie Millard
Chief Administrative OfficerCRD 1881102

Sang Nguyen
Macro StrategistCRD 7248856

Kenneth Merlo
Chief Compliance Officer & Legal CounselCRD 4832294
Contacts
3 of 28James Matthews
Registered RepresentativeCRD 2086891
David Myers
Registered RepresentativeCRD 5366793

Joseph Pecoraro
Senior DirectorCRD 2110982
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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