The Beginning. Established in 1987, Roberts & Ryan Investments, Inc. is America’s first broker-dealer of its kind, attaining the designated minority Service-Disabled Veteran Owned (SDVO) status when the status was later codified into law. The firm was founded by Dan Roberts, a US Marine Corps Vietnam War combat veteran and Purple Heart recipient.
The Present. Roberts & Ryan Investments, Inc. is a Service-Disabled Veteran Owned (SDVO) broker dealer. In 2017, a group of like-minded Veterans and Citizen Patriots – all experienced Wall Street professionals – bought Roberts & Ryan.
We recapitalized the firm and its focus 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 equity and debt execution services, corporate access events, and distribution of equity and debt capital transactions to our institutional asset managers, banks, family offices, and corporate treasuries.
- Abraham Lincoln