AUMdb

Groves, Ryan C

State-registered Insurance-Affiliated CRD 169586 · Glastonbury, CT · WWW.BLACKSWANWEALTH.COM
☆ Save with Pro ADV data as of Mar 10, 2023
Regulatory AUM
Discretionary
Clients
7
Avg AUM / client
Accounts
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 7 $0

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Ryan Cristopher Groves Registered representative Jan 2014 (13y)
Wayne Nmn Connors Registered representative Jun 2014 (12y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/10/2023 989 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • SELECTION OF OTHER ADVISERS FEES

Services

  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2023.

View current Form ADV (SEC/IAPD) ↗