Authenticity. Capability. Commitment.
Our Story

In early 2017, the Roberts & Ryan team came together to build a top-tier institutional broker dealer.

The idea centered on three words: Authenticity, Capability, and Commitment.

Each team member, veteran or not, is a citizen-patriot with a respect for the sacrifices of the American Veteran. We are authentic in our military veteran ownership and central purpose. The firm is led by an ownership group of military service veterans and financial industry professionals carrying the “special status” designation as Service Disabled Veterans. By bringing together team members with extensive financial market expertise to provide uncompromising top-notch capability, the R&R team fulfills the service-members’ concept of a “Lifetime of Service” – service to our clients and to the veteran community.

Our commitment is to never leave behind our Nation’s veterans and their families by supporting them in the challenges of career transition and health and wellness once their service to the Nation is complete.

Through the mechanism of an entrepreneurial endeavor to building a top-notch broker dealer, the Roberts & Ryan team to fulfill our personal goals of “doing well while doing good.”

Our ethos is a culture of service, with a foundation in uniformed service to country.

Culture and Ethos
Our History

Our ethos is a culture of service, with foundation in uniformed service to country.

Roberts & Ryan Investments Inc. is a Service Disabled Veteran Owned (SDVO) broker dealer.

The firm was founded by a US Marine Corps Vietnam War combat veteran and Purple Heart recipient. Established in 1987, it is America’s first broker-dealer of its kind, attaining the designated minority SDVO status when the status was later codified into law.

In 2017, the majority interest and control of Roberts & Ryan was taken by a group of military veterans and experienced Wall Street professionals, including several who carry the service disabled status. The new group brought industry expertise and unique financial services insight, enhancing the capabilities of the firm.

We combine cutting edge financial technology in the modern-day financial services landscape with experienced human capital. We strive to bring unique and forward-thinking services. The result is a robust institutional financial service provider, and a solution for the goals of supplier diversity.

Our ethos is of a lifetime of service to the nation and to the veteran community, beyond the commitment to provide exemplary service to our clients.

Roberts & Ryan continues its 30-year legacy.