Ameriprise Financial Services
46yrs
Top advisor by experience in Williamsville
18yrs
Susannah Ryan
Full name on record: Susannah M Ryan
Financial advisor at Independent Solutions Wealth Management
Based in Williamsville, New York, Susannah Ryan is a fiduciary financial advisor with 18 years of industry experience. Susannah joined Independent Solutions Wealth Management in 2015, after four years at Next Financial Group. Independent Solutions Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 522 advisors with offices in Williamsville, and one of 459 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 56% of advisors in New York
Office305 Spindrift Drive, Williamsville, NY 14221
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$353,136
Advisors at the firm30
States licensed ?2 states
Services through Independent Solutions Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowIndependent Solutions Wealth Management, LLCCurrent firm
- 2012 – 2015Next Financial Group, Inc.Previously
Contact Susannah
(716) 568-8566Independent Solutions Wealth Management main office 305 Spindrift DriveWilliamsville, NY 14221Office · Get directions
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Questions to ask Susannah
Tailored to Susannah’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
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About Susannah
How do I contact Susannah?
Call Independent Solutions Wealth Management at (716) 568-8566 and ask for Susannah Ryan. Susannah works from the Williamsville, NY office.
How long has Susannah been a financial advisor?
Susannah has been in the industry since 2009, about 18 years. More experience than 56% of advisors in New York.
What licenses does Susannah hold?
Series 66. Tap any license on this page to see what it allows.
Is Susannah a fiduciary?
Susannah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susannah paid?
Independent Solutions Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Susannah 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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