Ryan Banks (CRD# 6410803) is an Investment Advisor Representative working at Citizens Securities, Inc. in Brookline, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | Brookline, MA | Oct 2022 - Current | 1 |
| Citizens Securities, Inc. | Westwood, MA | Jul 2021 - Oct 2022 | 1 |
| Citizens Securities, Inc. | Westwood, MA | Feb 2021 - Jul 2021 | < 1 |
| Citizens Bank, N.a. | Newtonville, MA | Feb 2021 - Jul 2021 | < 1 |
| Cco Investment Services | Hanover, MA | Sep 2014 - Dec 2020 | 6 |
| New Home Network | Hanover, MA | Jun 2014 - Dec 2020 | 6 |
| Citizens Bank | Hanover, MA | Jun 2012 - Dec 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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 derived from SEC.gov data covering 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.
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.