UBS Financial Services
47yrs
Top 1% by experience in Atlanta
3yrs
Ryan Bowker
Financial advisor at Crescent Wealth Advisory
Ryan Bowker has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Atlanta, Georgia. Ryan joined Crescent Wealth Advisory in 2023, a firm offering investment management. The firm is paid through a percentage of assets.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office200 Galleria Parkway SE Suite 1880, Atlanta, GA 30339
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.95 million
Advisors at the firm5
States licensed ?1 state
Services through Crescent Wealth Advisory
Investment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowCrescent Wealth Advisory, LLCCurrent firm
Contact Ryan
(770) 431-1260Crescent Wealth Advisory main office 200 Galleria Parkway SE Suite 1880Atlanta, GA 30339Office · Get directions Firm websiteHTTP://WWW.CRESCENTWEALTHADVISORY.COM
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Crescent Wealth Advisory at (770) 431-1260 and ask for Ryan Bowker. Ryan works from the Atlanta, GA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Ryan hold?
Series 65. 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?
Crescent Wealth Advisory 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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