William Kent Ryan

Current Employers

Employment History

• 08/2000 → 01/2020
  Ryan Financial Inc.
  Andover, MA
• 01/2020 → Present
  Ryan Wealth Advisors
  Salem, MA
• 01/2020 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2021 → Present
  Bartholomew & Company Inc
  Worcester, MA
• 07/2026 → Present
  Bartholomew & Company Wealth Management, Llc
  Worcester, MA

Previous Registrations

• 2015-12-10 → 2020-01-13
  Ryan Financial Advisors Inc
  Andover, MA

Other Businesses

1. Ryan Wealth Advisors. Investment-related. Salem, MA. The nature of the other business is selling fixed insurance products. Mr. Ryan is a Licensed Insurance Agent beginning in January 2020. Approximately 8 hours per month during business hours. Approximately 2 hours per week during securities trading hours. The duties of this position are to solicit, market, and sell fixed insurance products including life insurance and fixed annuities; provide insurance-related consultations to clients. 2. WK Ryan Wealth Management, LLC. Investment-related. Salem, MA. A Private Entity established to facilitate securities, advisory, and insurance business. Mr. Ryan is the owner beginning in January 2020. He spends approximately 1% of his time during business hours and during securities trading hours on the business. His duties include facilitating securities, advisory, and insurance business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-17
• S63 Uniform Securities Agent State Law Examination
  2001-03-02