William Ryan, financial advisor Cincinnati OH

William Ryan

CRD Number: 1283508
Current Firm: Janney Montgomery Scott LLC

William Ryan (CRD# 1283508) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Cincinnati, OH and has over 38 years of experience in the finance industry.

Similar Advisors
Ted Abner, financial advisor Cincinnati OH
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Phillip Abshire, financial advisor Cincinnati OH
Phillip F. Abshire
CRD# 2667585
Edward Jones
Similar Advisors
Gregory Achten, financial advisor Cincinnati OH
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Company Name Location Dates Years
Janney Montgomery Scott LLC Cincinnati, OH Mar 2022 - Current 2
Janney Montgomery Scott LLC Cincinnati, OH Nov 2021 - Mar 2022 < 1
Raymond James & Associates Cincinnati, OH Sep 2007 - Nov 2021 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Mar 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William J. Ryan
Phone Number: 215-665-6000
Registered State(s):
  • FL
  • KY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • 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

Ready to hire a financial advisor? Get competitive proposals from William Ryan and other advisors.
BADGES

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.