Dann Ryan
Sincerus Advisory · New York, New York
Dann Ryan is a fee-only financial advisor at Sincerus Advisory in New York, New York, who holds the CFP credential.
- $222M
- Firm assets managed
- $381,000
- Firm's average account
- 2008
- First securities exam
What Dann focuses on
How does Dann's firm compare?
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Sincerus Advisory's average account is about $381,000, from its Form ADV (assets managed divided by 582 accounts).
Questions about Dann
Is Dann Ryan a fee-only financial advisor?
Yes. Dann Ryan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dann's firm.
How does Dann Ryan charge for financial advice?
Dann's firm, Sincerus Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dann Ryan based?
Dann Ryan is based in New York, New York.
What does Dann Ryan specialize in?
Dann Ryan's specialties include estate & legacy planning and retirement planning.
What credentials does Dann Ryan hold?
Dann Ryan holds the CFP credential.
Is Dann Ryan registered with the SEC?
Yes. Dann Ryan is registered as an investment adviser representative in CA, NJ, NY and TX (CRD 5476606), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sincerus Advisory manage?
Sincerus Advisory reports $222.0M across 582 accounts in assets under management.
How do I contact Dann Ryan?
Through Dann Ryan's website, sincerusadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Sincerus Advisory |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $222.0M across 582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NJ, NY, TX · CRD 5476606 |
| Exams passed | Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sincerusadv.com |
| Profile |
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Other fee-only advisors in New York
Other advisors in New York who focus on estate & legacy planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sincerus Advisory website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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