Edward Joseph Ryan

Current Employers

Employment History

• 01/2007 → Present
  Ryan Financial
  Rutherford, NJ
• 04/2021 → 09/2025
  Avantax Investment Services, Inc
  Rutherford, NJ
• 04/2021 → 09/2025
  Avantax Advisory Services
  Rutherford, NJ
• 04/2015 → 02/2021
  Pace University
  Pleasantville, NJ
• 09/2021 → Present
  Caldwell University
  Caldwell, NJ
• 08/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Rutherford, NJ
• 01/2007 → Present
  Ryan Financial Dba Ryan Financial Group
  Rutherford, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rutherford, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-21 → 2025-09-05
  Avantax Advisory Services
  Rutherford, NJ

Other Businesses

1) CALDWELL UNIVERSITY POSITION: Assistant Basketball Coach NATURE: Assistant Men's Basketball Coach for Caldwell University. Assist with coaching and recruiting activities pertaining to Men's Basketball student-athletes. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2021 ADDRESS: 120 Bloomfield Ave, Caldwell NJ 07006, United States DESCRIPTION: On court coaching-Recruitment of student-athletes-Game/Practice Planning 2) RYAN FINANCIAL POSITION: Assistant NATURE: This business provides tax preparation, tax planning and accounting services for individuals and small business clients. This is also the marketing name used for Avantax business. All investment activity will be conducted through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/29/2007 ADDRESS: 15 UNION AVE, RUTHERFORD NJ 07070, United States DESCRIPTION: I currently work on the tax side of the business performing clerical work such as scheduling meetings, data entry, filing paperwork and answering client questions. 3) RYAN FINANCIAL DBA RYAN FINANCIAL GROUP POSITION: Tax Preparer NATURE: This business provides tax preparation, tax planning and accounting services for individuals and small business clients. This is also the marketing name used for Avantax business. All investment activity will be conducted through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/29/2007 ADDRESS: 15 UNION AVE, RUTHERFORD NJ 07070, United States DESCRIPTION: Tax Preparation. clerical work, scheduling, data entry, filing

Exams

• S66 Uniform Combined State Law Examination
  2021-06-18

Other Names

• Edward Joseph Ryan
• Edward J Ryan