Keith Andrew Ryan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2026 → Present
  Raymond James Financial Services, Inc.
  Melville, NY
• 06/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Melville, NY
• 04/2023 → Present
  Attorney
  Cold Springs Harbor , NY
• 04/2016 → 03/2023
  Keystone Global
  Melville, NY
• 04/2016 → 03/2023
  Ksg Advisors, Llc (Fka Star America Capital Advisors)
  Jericho, NY
• 04/2023 → 10/2024
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Anlon Financial Strategies
  Melville, NY

Previous Registrations

• 2023-10-11 → 2026-06-01
  Commonwealth Financial Network
  Melville, NY
  Cold Spring Harbor, NY

Other Businesses

(1)Name of Business: 9 Walnut Holdings LLC DBA Anlon Financial Strategies Address: 576 Broadhollow Road, Melville, NY, 11747-5012, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/08/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Founder/Owner Comply with all regulatory and financial responsibilities (2)Name of Business: Savage Holdings LLC Address: 23 Pine Dr, Cold Spg Hbr, NY, 11724-1610, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-04
• S63 Uniform Securities Agent State Law Examination
  2016-08-27

Other Names

• Keith Ryan