Advisor at Black Swan Wealth Management
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Firm
Black Swan Wealth Management
Location
Glastonbury, CT 06033
Credentials
Series 63, Series 65
Industry experience
19 years
Ryan Groves is a financial advisor at Black Swan Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Black Swan Wealth Management since 2013, with a brief tenure at 3 D Asset Management in 2016. Outside of advisory services, he is a licensed real estate broker and insurance agent in Massachusetts and is a partner in an online educational content business for do-it-yourself investors. Black Swan Wealth Management provides advisory guidance primarily through selecting and referring third-party investment advisers rather than direct portfolio management. The firm focuses on vetting and monitoring outside managers using modern portfolio theory and does not have discretionary authority over client accounts.
219 Cavan Lane
Glastonbury, CT 06033
Connecticut
3 D Asset Management
2016 - 2016 (1 year)
Black Swan Wealth Management
2013 - Present (13 years)
Ezinvesting LLC
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65
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Rawlings Wealth Management
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Dennis Glynn, CPA
CFP®, Series 63
Hartford, CT
Nutmeg Capital Advisors, LLC
CFA®
Glastonbury, CT
Chieco Capital Management, LLC
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