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Inactive

Ryan William O'SHaughnessy

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-02-11
  • MA RA
    APPROVED
    Since 2019-02-11

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Winchester MA 05/2014 12/2017
Citizens Securities, Inc Woburn MA 07/2015 03/2017
Citizens Securities Inc Bedford MA 03/2017 12/2017
Citizens Securities Inc. Bedford MA 12/2017 12/2018
Citizens Bank Bedford MA 12/2017 12/2018
Adviser Investments Newton MA 01/2019 01/2022
Adviser Investments Newton MA 01/2022 07/2024
Rwa Wealth Partners, Llc Newton MA 07/2024 Present
  • 05/2014 → 12/2017
    Citizens Bank
    Winchester, MA
  • 07/2015 → 03/2017
    Citizens Securities, Inc
    Woburn, MA
  • 03/2017 → 12/2017
    Citizens Securities Inc
    Bedford, MA
  • 12/2017 → 12/2018
    Citizens Securities Inc.
    Bedford, MA
  • 12/2017 → 12/2018
    Citizens Bank
    Bedford, MA
  • 01/2019 → 01/2022
    Adviser Investments
    Newton, MA
  • 01/2022 → 07/2024
    Adviser Investments
    Newton, MA
  • 07/2024 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-24
S63 Uniform Securities Agent State Law Examination 2016-01-23
  • S65 Uniform Investment Adviser Law Examination
    2018-03-24
  • S63 Uniform Securities Agent State Law Examination
    2016-01-23
Other Names
  • Ryan O'SHaughnessy

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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