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Ryan Gene Sharrer

Advisor at Ameriprise — Export, PA

Updated today

Credentials

Series 66

Experience

17 years

Location

Export, PA

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ryan Sharrer is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Investment Professionals, Inc. and has been associated with S&T Bank since 1998, where he serves as Vice President and Financial Advisor. Outside of his advisory role, he is involved in independent insurance brokering and serves on the board of directors for a nonprofit organization in Pittsburgh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Export, PA

Export PA

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

17 years of industry experience

Ameriprise

2020 - Present • 6 years

Irwin, PA

Ameriprise Financial Services, INC

2018 - 2020 • 2 years

Irwin, PA

Investment Professionals, Inc.

2009 - 2018 • 9 years

San Antonio, TX

S & T Bank

1998 - Present • 28 years

Indiana, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Mark D

Series 65

McKeesport, PA

Digiorgio Capital Management, Inc.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Wealth management
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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
user avatar

Matthew S

Series 63, Series 66

McKeesport, PA

Salcedo Financial Services

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

Wealth management Options & derivatives strategies Founder/Business Owner
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Paul R

CFP®, Series 65

Monroeville, PA

Rossi Financial Associates, Inc.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Wealth management General estate planning guidance General tax planning
user avatar

Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

General estate planning guidance Charitable giving & philanthropy
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