Morgan Stanley
47yrs
Top advisor by experience in New York
19yrs
Daniel Ryan is a fiduciary financial advisor in New York, New York, with 19 years in the industry. After two years at Brownson, Rehmus & Foxworth, Daniel joined Sincerus Advisory in 2020, a firm offering financial planning, investment management, and selecting outside investment managers. Daniel holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors in New York
OfficeNew York, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.11 million
Advisors at the firm3
States licensed ?1 state
Services through Sincerus Advisory
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 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowSincerus AdvisoryCurrent firm
- Jan 2008 – Nov 2009Brownson, Rehmus & Foxworth, Inc.Previously
Contact Daniel
(212) 203-7376Sincerus Advisory main office New York, NYOffice · Get directions LinkedIn pageSincerus AdvisoryIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Sincerus Advisory at (212) 203-7376 and ask for Daniel Ryan. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 19 years. More experience than 66% of advisors in New York.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Sincerus Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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