Brendan Ryan, financial advisor Needham MA
90 score

Brendan Ryan

CRD Number: 5337915
Current Firm: Beaumont Financial Partners LLC

Brendan Ryan (CRD# 5337915) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Beaumont Financial Partners, LLC Wellesley Hills, MA Jan 2012 - Current 4
Brown Brothers Harriman Boston, MA Sep 2011 - Jan 2012 < 1
William Gallagher Associates Boston, MA Aug 2011 - Sep 2011 < 1
Boston College Chestnut Hill, MA Sep 2007 - May 2011 3
Dynavac Hingham, MA Jun 2010 - Aug 2010 < 1
Penn Liberty Bank Malvern, PA Jun 2009 - Aug 2009 < 1
Waynesborough C.c. Paoli, PA Jun 2007 - Jul 2008 1
Raymond James & Associates, Inc. Bala Cynwyd, PA May 2007 - Jun 2007 < 1
Conestoga High School Paoli, PA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Brendan D. Ryan
Phone Number: 781-400-2800
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $495,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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