Keith Ryan, financial advisor Melville NY

Keith Ryan

CRD Number: 1083898
Current Firm: Commonwealth Financial Network

Keith Ryan (CRD# 1083898) is an Investment Advisor Representative working at Commonwealth Financial Network in Melville, NY and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Melville, NY May 2021 - Current 2
Ubs Financial Services Inc. Mitchel Field, NY Aug 1987 - May 2021 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for Keith F. Ryan
Phone Number: 781-736-0700
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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