Heather Ryan Girolamo

Current Employers

Employment History

• 04/2003 → 01/2020
  Ryan Financial Advisors, Inc.
  Andover, MA
• 01/2020 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2020 → Present
  Ryan Wealth Advisors
  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. Worcester, MA. The nature of the other business is selling fixed insurance products. Ms. Girolamo is a Licensed Insurance Agent beginning in November 2021. Less than 1 hour per month and 0-1 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. Birch City Ventures, LLC. Investment-related. Worcester, MA. A private entity established to facilitate securities, advisory, and insurance business. Ms. Girolamo is the Owner since January 2020. Approximately 8 hours per month and 1-2 hours per week during securities trading hours. The duties of this position include facilitating securities, advisory, and insurance business.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-28

Other Names

• Heather Maureen Ryan