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Dann Ryan, CFP | Sincerus Advisory, New York NY

Market Signals EditorialBy Updated:No Comments
0.000
Wealth Management
United States
Contact Information
New York, NY, United States
https://sincerusadv.com/
Detailed Information
78/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Wealth management +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Dann Ryan has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Dann Ryan, CFP, founded Sincerus Advisory in Manhattan in 2019, a fee-only firm working with professionals and entrepreneurs on holistic financial planning. He earned his CFP in 2010 and previously served high-net-worth clients at a wealth management firm. Sincerus operates at a fiduciary standard, with advice paid for by clients rather than commissions. The firm provides comprehensive planning and investment management, serving the New York tri-state area and clients nationwide through virtual meetings. Ryan focuses on the specific concerns of high earners building wealth, from equity compensation and taxes to long-term goals. His practice emphasizes straightforward, conflict-free advice grounded in years of experience with complex financial situations.

Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #5476606. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-Only

Advisor SEC/CRD #

5476606

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