RBC Capital Markets
46yrs
Top advisor by experience in Erie
20yrs
Ryan C Smith
Financial advisor at Osaic Wealth
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
Office1787 West 26th Street, Erie, PA 16508
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Osaic Wealth
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2012 – 2025Osaic Fa, 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Osaic Wealth at 800-821-5100 and ask for Ryan C Smith. Ryan works from the Erie, PA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2007, about 20 years. More experience than 60% of advisors nationwide.
What licenses does Ryan hold?
Series 63, 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?
Osaic Wealth 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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