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Ryan Patrick O'TOole

Commonwealth Financial Network

Waltham, MA

CRD 8012238

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
  • MA RA
    APPROVED
    Since 2026-04-02

Branch Locations

303 Wyman Street Suite 275, Waltham, MA 02451 • 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
Wealth Planning Resources, Llc Waltham MA 10/2024 Present
B. Riley Financial Needham MA 06/2023 08/2023
Boston Financial Boston MA 06/2024 08/2024
Dxl Canton MA 06/2022 08/2022
The Country Club Brookline MA 06/2024 Present
Bentley University Waltham MA 08/2020 05/2024
La Campania Waltham MA 12/2021 08/2023
Waltham High School Waltham MA 08/2016 05/2020
Waltham Public Schools Waltham MA 06/2018 08/2018
Waltham Public Schools Waltham MA 06/2019 08/2019
  • 10/2024 → Present
    Wealth Planning Resources, Llc
    Waltham, MA
  • 06/2023 → 08/2023
    B. Riley Financial
    Needham, MA
  • 06/2024 → 08/2024
    Boston Financial
    Boston, MA
  • 06/2022 → 08/2022
    Dxl
    Canton, MA
  • 06/2024 → Present
    The Country Club
    Brookline, MA
  • 08/2020 → 05/2024
    Bentley University
    Waltham, MA
  • 12/2021 → 08/2023
    La Campania
    Waltham, MA
  • 08/2016 → 05/2020
    Waltham High School
    Waltham, MA
  • 06/2018 → 08/2018
    Waltham Public Schools
    Waltham, MA
  • 06/2019 → 08/2019
    Waltham Public Schools
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-03
  • S66 Uniform Combined State Law Examination
    2026-03-03
Other Names
  • Ryan O'TOole

View on SEC IAPD

Nearby Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA

More in Waltham, MA

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