Daniel Hugh Ryan

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → 09/2016
  Deutsche Bank Securities Inc.
  New York, NY
• 09/2016 → Present
  Raymond James & Associates, Inc.
  Boston, MA

Other Businesses

(1)Name of Business: First Church Swampscott, Congregational Address: 22 Monument Avenue, Swampscott, MA, 01907, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I transitioned from the Church Council to one of five members of the Finance Team

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-27
• S63 Uniform Securities Agent State Law Examination
  1991-11-05

Designations

• Certified Financial Planner

Other Names

• Daniel H Ryan