UBS Financial Services
47yrs
Top 1% by experience in Atlanta
12yrs
Ryan Patrick McCafferty
Financial advisor at Large and Gilbert Wealth Advisory
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Large and Gilbert Wealth Advisory
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther services
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.
Uniform Combined State Law Examination
Career
- 2017 – nowLarge and Gilbert Wealth AdvisoryCurrent firm
- 2014 – 2017Morgan StanleyPreviously
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?
- 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 Large and Gilbert Wealth Advisory at 770-698-9816 and ask for Ryan Patrick McCafferty. Ryan works from the Atlanta, GA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2014, about 12 years. 12 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?
Large and Gilbert Wealth 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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