William Ryan (CRD# 4291250) is an Investment Advisor Representative working at Commonwealth Financial Network in Salem, MA and has over 23 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bartholomew & Company Inc. | Worcester, MA | Aug 2021 - Current | 2 |
| Ryan Wealth Advisors | Salem, MA | Jan 2020 - Current | 4 |
| Commonwealth Financial Network | Waltham, MA | Jan 2020 - Current | 4 |
| Ryan Financial Inc. | Andover, MA | Aug 2000 - Jan 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- MA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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