Ryan FitzgeraldCRD Number: 5983362
Current Firm: Securities America Advisors, Inc.
Ryan Fitzgerald (CRD# 5983362) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Needham, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Securities America Advisors, Inc.||Needham, MA||Aug 2013 - Current||4|
|Securities America, Inc.||Needham, MA||Nov 2011 - Current||5|
|Armstrong Advisory Group||Needham, MA||Sep 2011 - Current||6|
|Kelley And Ryan Associates||Hopedale, MA||Jun 2011 - Sep 2011||< 1|
|Boston College||Chestnut Hill, MA||Sep 2010 - May 2011||< 1|
|Kelley And Ryan Associates||Hopedale, MA||May 2010 - Sep 2010||< 1|
|Boston College||Chestnut Hill, MA||Sep 2009 - May 2010||< 1|
|Emc Corporation||Hopkinton, MA||May 2009 - Aug 2009||< 1|
|Boston College||Chestnut Hill, MA||Sep 2008 - May 2009||< 1|
|Kelley And Ryan Associates||Hopedale, MA||Jun 2008 - Aug 2008||< 1|
|Boston College||Chestnut Hill, MA||Sep 2007 - May 2008||< 1|
|Mount Saint Charles Academy||Woonsocket, RI||Aug 2001 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.