Authentic. Experienced. Committed.
Our History & Mission
The Beginning. The firm was founded by Dan Roberts, a US Marine Corps Vietnam War combat veteran and Purple Heart recipient. Roberts & Ryan, America’s 1st broker-dealer of its kind, attained the minority designation – Service-Disabled Veteran Owned (SDVO) – once it was codified into law.
The Present. In 2017, a group of like-minded Veterans and Citizen Patriots – all experienced Wall Street professionals – bought Roberts & Ryan with the dual mission of doing well – providing great service to their clients, while doing good – supporting our nation’s Veterans and adult youth in mental health, wellness, and career transition through charitable donations and volunteerism.
Roberts & Ryan now provides agency equity and debt execution services, distribution of equity and debt capital transactions as co-managers, as well as delivering corporate access events and desk commentary to institutional asset managers, banks, family offices, and corporate treasuries.
"Honor to the soldier and sailor everywhere, who bravely bears his country’s cause. Honor, also, to the citizen who cares for his brother in the field and serves, as best he can, the same cause."
- Abraham Lincoln