David Ryan, financial advisor Andover MA
93 score

David Ryan

CRD Number: 5436130
Current Firm: Advice And Planning Services

David Ryan (CRD# 5436130) is an Investment Advisor Representative working at Advice And Planning Services in Andover, MA and has over 8 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Andover MA
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher Grande, financial advisor Andover MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Andover MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Company Name Location Dates Years
Tiaa Andover, MA Nov 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Andover, MA Nov 2015 - Current 1
Citizens Securities, Inc. Saugus, MA Dec 2011 - Nov 2015 3
Citizens Bank Saugus, MA Dec 2011 - Nov 2015 3
Winslow, Evans & Crocker, Inc. Boston, MA Jul 2008 - Dec 2011 3
Putnam Inv./putnam Retail Management Andover, MA Sep 2006 - Jul 2008 1
Miguel's Stowaway Burlington, VT Aug 2005 - Aug 2006 1
Champlain College Burlington, VT Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for David R. Ryan
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.