Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
18yrs
Ryan Smith has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Houston, Texas. Ryan has been with PNC Wealth Management since 2023; before that, Ryan spent less than a year at Morgan Stanley and a year at Harrisdirect. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 60% of advisors in Texas
Office2200 Post Oak Blvd, 17th Floor, Houston, TX 77056
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowPNC Wealth Management LLCCurrent firm
- Mar 2023 – Aug 2023Morgan StanleyPreviously
- Jul 2022 – Aug 2023Harrisdirect LLCPreviously
- 2019 – 2022MerrillPreviously
- Feb 2019 – Jun 2019Waddell & ReedPreviously
- Jan 2017 – Jun 2018United Capital Financial AdvisorsPreviously
- Mar 2016 – Jan 2017Scottrade Investment ManagementPreviously
- 2010 – 2015TD Ameritrade, Inc.Previously
Earlier career (1 more)
- 2010 – 2015TD Ameritrade Investment Management, LLCPreviously
Contact Ryan
Local office(713) 966-2383Ask for Ryan. (800) 762-6111Main office · Pittsburgh, PA 2200 Post Oak Blvd, 17th FloorHouston, TX 77056Office · Get directions LinkedIn pagePNC Wealth Management
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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?
- 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 Ryan’s local office at (713) 966-2383 or the PNC Wealth Management main office at (800) 762-6111, and ask for Ryan Smith.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2009, about 18 years. More experience than 60% of advisors in Texas.
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?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Ryan 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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2 Post Oak Central 1980 Post Oak Blvd, Suite 1630 & 1525
Houston, TX 77056
Houston, TX 77056
Top 1% by experience in Houston