David Robert Ryan

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 11/2015 → 03/2026
  Tiaa
  Andover, MA
• 11/2015 → 03/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Andover, MA
• 04/2026 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2015-12-11 → 2026-03-18
  Tiaa-Cref Individual & Institutional Services, Llc
  Andover, MA
  Amesbury, MA
• 2012-01-05 → 2015-11-30
  Citizens Securities, Inc.
  Saugus, MA
  Peabody, MA
  Lynn, MA
  Bedford, MA
  Lexington, MA
  Woburn, MA
  Weston, MA
  Waltham, MA
  Gloucester, MA
  Beverly, MA
  Beverly, MA
  Swampscott, MA
  Gloucester, MA
  Swampscott, MA
  Stoneham, MA
  Belmont, MA
  Bedford, MA
  Lexington, MA
  Gloucester, MA
  Lexington, MA
  Woburn, MA
• 2008-11-28 → 2011-12-31
  Winslow, Evans & Crocker, Inc.
  Boston, MA

Other Businesses

1. NewEdge Advisors, LLC - DBA Tenured Advisors; Investment related; Amesbury, MA; Start date 04/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Self-Employed; Not Investment Related; Amesbury, MA; Insurance; licensed insurance agent; 12/2010; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-14
• S63 Uniform Securities Agent State Law Examination
  2008-02-28

Designations

• Certified Financial Planner