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PUBLIC-SOURCE PROFILE

Ryan Baney

Vice President, Wealth Advisor

Sequoia Financial Group

Tampa, Florida

BACKGROUND & PLANNING FOCUS

Get to know Ryan.

Ryan Baney helps Sequoia clients connect portfolio decisions with comprehensive financial planning. His approach emphasizes understanding financial goals and building confidence in the advisory relationship. Based in Tampa and with the firm since 2011, he combines investment guidance with attention to the broader decisions shaping each client’s financial life.

Portfolio managementComprehensive financial planningCFPChFC
CRD number
Not listed in this profile
Minimum investment
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BEFORE YOU MAKE A DECISION

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  • Which services and experience are most relevant to my situation?
  • In what capacity would you work with me, and when would you act as a fiduciary?
  • What would I pay, including commissions, product costs, and any referral fees?
  • Who holds my assets, and how would we communicate and measure progress?

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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

The SEC individual report identifies his branch office at 1410 North Westshore Boulevard, Suite 410, Tampa, FL. The current official firm office directory confirms the same address; the current biography also identifies Tampa.

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