UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
22yrs
Ryan Ross
Financial advisor at Cetera Investment Advisers
Ryan Ross is a fiduciary financial advisor in Dallas, Texas, with 22 years in the industry. Ryan joined Cetera Investment Advisers in 2025, after a year at A. G. Edwards & Sons. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Texas
Office17177 Preston Rd., Suite 360, Dallas, TX 75248
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- Mar 2025 – nowCetera Investment Advisers LLCCurrent firm
- Dec 2004 – Jul 2005A. G. Edwards & Sons, Inc.Previously
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
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About Ryan
How do I contact Ryan?
Call Cetera Investment Advisers at 310-257-7880 and ask for Ryan Ross. Ryan works from the Dallas, TX office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Texas.
What licenses does Ryan hold?
Series 65, 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?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.
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