Our ethos is a culture of service, with foundation in uniformed service to country.
Our Culture and Ethos
Roberts & Ryan Investments Inc. is a Service Disabled Veteran Owned (SDVO) broker dealer.
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. The firm was founded by Daniel Roberts, a US Marine Corps Vietnam War combat veteran and Purple Heart recipient.
Roberts transferred a majority interest of Roberts & Ryan to a group of military veterans and experienced Wall Street professionals, including several who carry the service disabled status. The new group brings industry expertise and insight, further enhancing the capabilities of the firm.
We combine cutting edge financial technology with experienced human capital resulting in a robust institutional financial service, and supplier diversity solution.
Our ethos is of a lifetime of service to the nation and to the veteran community, beyond the commitment to exemplary service to our clients.