Ryan O'shaughnessy, financial advisor Newton MA

Ryan O'shaughnessy

CRD Number: 6539219
Current Firm: Adviser Investments

Ryan O'shaughnessy (CRD# 6539219) is an Investment Advisor Representative working at Adviser Investments in Newton, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Adviser Investments Newton, MA Jan 2019 - Current 2
Citizens Securities Inc. Bedford, MA Dec 2017 - Dec 2018 1
Citizens Bank Bedford, MA Dec 2017 - Dec 2018 1
Citizens Securities Inc. Bedford, MA Mar 2017 - Dec 2017 < 1
Citizens Bank Winchester, MA May 2014 - Dec 2017 3
Citizens Securities, Inc. Woburn, MA Jul 2015 - Mar 2017 1
Stonehill College Easton, MA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
S63 Uniform Securities State Law Examination Jan 2016
Contact Info for Ryan W. O'shaughnessy
Phone Number: 617-321-2200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    6,541
    MILLIONS
  • Total Number of Accounts
    10,767
    ACCOUNTS
  • Average Account Value
    $607,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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