Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
22yrs
Ryan Thomas Roach
Financial advisor at Wells Fargo Advisors
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors in Florida
Office1675 N Military Trail Suite 500 [F1/F5-Rbo], Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jul 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2023 – 2026Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- 2016 – 2023Citigroup Global Markets Inc.Previously
- 2012 – 2016PNC Wealth Management LLCPreviously
- 2006 – 2012Wells Fargo Clearing Services, LLCPreviously
- Oct 2004 – Sep 2005Ameriprise Financial Services, LLCPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Wells Fargo Advisors at 314-875-3000 and ask for Ryan Thomas Roach. Ryan works from the Boca Raton, FL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2004, about 22 years. More experience than 65% of advisors in Florida.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Nfsg
47yrs
Top advisor by experience at Nfsg
Coquina Private Wealth Advisors
47yrs
Top advisor by experience at Coquina Private Wealth Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Boca Raton
Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Boca Raton
Raymond James & Associates
47yrs
Top 1% by experience in Boca Raton