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Inactive

Ryan Mcconnell

Edelman Financial Engines

Phoenix, AZ

Franklin, MA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-09
MA RA APPROVED 2025-07-03
TX RA APPROVED 2025-06-17
  • AZ RA
    APPROVED
    Since 2025-07-09
  • MA RA
    APPROVED
    Since 2025-07-03
  • TX RA
    APPROVED
    Since 2025-06-17

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States

Franklin, MA • 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
Equitable Advisors, Llc New York NY 10/2020 08/2021
Quirk Auto Dealers Quincy MA 11/2015 08/2021
Quincy College Quincy MA 09/2018 05/2020
Drink Boston MA 10/2015 12/2016
Fidelity Investments Shrewsbury MA 08/2021 05/2025
Fidelity Investments Boston MA 03/2025 05/2025
Edelman Financial Engines Santa Clara CA 06/2025 Present
  • 10/2020 → 08/2021
    Equitable Advisors, Llc
    New York, NY
  • 11/2015 → 08/2021
    Quirk Auto Dealers
    Quincy, MA
  • 09/2018 → 05/2020
    Quincy College
    Quincy, MA
  • 10/2015 → 12/2016
    Drink
    Boston, MA
  • 08/2021 → 05/2025
    Fidelity Investments
    Shrewsbury, MA
  • 03/2025 → 05/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2025-03-31 → 2025-06-06
    Strategic Advisers Llc
    Franklin, MA
    Shrewsbury, MA
    Boston, MA
  • 2022-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
S63 Uniform Securities Agent State Law Examination 2021-06-29
  • S66 Uniform Combined State Law Examination
    2022-07-15
  • S63 Uniform Securities Agent State Law Examination
    2021-06-29
Other Names
  • Ryan Mcconnell
  • Ryan James Mcconnell

View on SEC IAPD

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