Ryan Difabrizio

WEALTHFD

Conshohocken, PA 19428

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CRD#: 7119766

Professional summary

Ryan Difabrizio, who also goes by Ryan Antonio Difabrizio, is a registered financial advisor currently at WEALTHFD located in Conshohocken, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ryan has worked at 1 firm and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Antonio Difabrizio

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Difabrizio's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 2023 - Present

WEALTHFD

Office #1: 555 E North Lane Suite 6075, Conshohocken, PA 19428

RIA

CRD#: 299248

Conshohocken, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHFD

BETTERMENT FOR DENTISTS | WEALTHFD LLC | WEALTHFD

CRD#: 299248 / SEC#: 801-121549

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

Maryland

Registered Investment Advisory firm - (8/16/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (8/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/19/2023)

IAR

Texas
(5/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 8/2/2019

Securities Industry Essentials Examination

Current Firm

WEALTHFD

BETTERMENT FOR DENTISTS | WEALTHFD LLC | WEALTHFD

CRD#: 299248 / SEC#: 801-121549

RIA

Registered Investment Advisory firm - (8/9/2021 Approved)

Maryland

Registered Investment Advisory firm - (8/16/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (8/12/2021 Terminated)

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Contact information

Main Address

555 E North Lane Suite 6075, Conshohocken, PA 19428

Mailing Address

Phone number

(215) 671-6660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,562
AUM (Assets Under Management)	$ 61,947,922

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan Difabrizio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Difabrizio's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHFD

Primary Firm SEC Registration

WEALTHFD

State Registrations and Notice Filings

Exams

SIE

Date: 8/2/2019

Current Firm

WEALTHFD

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHFD

TRUST BUT VERIFY

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