UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
13yrs
Ryan Shea
Financial advisor at Apeiron
Ryan Shea has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Dallas, Texas. Ryan has been with Apeiron since 2023; before that, Ryan spent a year at Charles Schwab & CO. and three years at Merrill. Ryan holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 50% of advisors in Texas
Office10000 North Central Expressway Suite 700, Dallas, TX 75231
FirmApeiron
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$685,059
Advisors at the firm9
States licensed ?1 state
Services through Apeiron
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing 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.
Career
- 2023 – nowApeironCurrent firm
- Jun 2021 – Mar 2022Charles Schwab & CO., Inc.Previously
- 2017 – 2020MerrillPreviously
- 2014 – 2017Strategic Advisers LLCPreviously
Contact Ryan
(972) 421-2068Apeiron main office 10000 North Central Expressway Suite 700Dallas, TX 75231Office · Get directions Facebook pageApeiron
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Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call Apeiron at (972) 421-2068 and ask for Ryan Shea. Ryan works from the Dallas, TX office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2013, about 13 years. More experience than 50% 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?
Apeiron 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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