Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
11yrs
Ryan Lynch
Full name on record: Ryan Patrick Lynch
Financial advisor at Steward Partners Investment Advisory
Based in Sarasota, Florida, Ryan Lynch is a fiduciary financial advisor with 11 years of industry experience. Ryan joined Steward Partners Investment Advisory in 2026, after ten years at UBS Financial Services and a year at Merrill. Steward Partners Investment Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 949 advisors with offices in Sarasota, and one of 871 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office2 North Tamiami Trail Suite 602, Sarasota, FL 34236
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$831,870
Advisors at the firm477
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
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
- Jun 2026 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2016 – 2026UBS Financial Services Inc.Previously
- Feb 2016 – Dec 2016MerrillPreviously
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
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About Ryan
How do I contact Ryan?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for Ryan Lynch. Ryan works from the Sarasota, FL office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Ryan hold?
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?
Steward Partners Investment Advisory 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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