Osaic Wealth
46yrs
Top advisor by experience in Sewickley
23yrs
Ryan Lacey is a financial advisor in Sewickley, Pennsylvania, with 23 years in the industry. Ryan joined Roble, Belko and Company in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. Ryan holds the CFP® designation.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office1603 Carmody Court Suite 401, Sewickley, PA 15143
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$5.77 million
Advisors at the firm8
States licensed ?1 state
Services through Roble, Belko and Company
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowRoble, Belko and Company, Inc.Current firm
Contact Ryan
(724) 935-4990Roble, Belko and Company main office 1603 Carmody Court Suite 401Sewickley, PA 15143Office · Get directions LinkedIn pageRoble, Belko and Company
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Roble, Belko and Company at (724) 935-4990 and ask for Ryan Lacey. Ryan works from the Sewickley, PA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.
What licenses does Ryan hold?
Series 63. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ryan paid?
Roble, Belko and Company reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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