Joseph Ryan, financial advisor Chicopee MA

Joseph Ryan

CRD Number: 2060510
Current Firm: Kestra Advisory Services, LLC

Joseph Ryan (CRD# 2060510) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Chicopee, MA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Chicopee, MA Oct 2016 - Current 7
Kestra Investment Services, LLC Chicopee, MA Aug 2014 - Current 9
United Wealth Management Group W. Springfield, MA Feb 2007 - Current 17
Nfp Securities.inc. Chicopee, MA Aug 2014 - Apr 2016 1
Infinex Investments, Inc. Meriden, CT May 2014 - Aug 2014 < 1
Nfp Securities, Inc. West Springfield, MA Mar 2006 - May 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Oct 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph E. Ryan
Phone Number: 8445537872
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, WY

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