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William Edward Ryan

Private Advisor Group, LLC

Bedminster, NJ

Morristown, NJ

CRD 2066852

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Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 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
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-26
NJ RA APPROVED 2017-10-03
  • TX RA
    APPROVED
    Since 2026-06-26
  • NJ RA
    APPROVED
    Since 2017-10-03

Branch Locations

376 Main St, Ste 200, Bedminster, NJ 07921 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Lpl Financial, Llc Bedminster NJ 05/1998 Present
Private Advisor Group, Llc Bedminster NJ 09/2017 Present
Previous Registrations
  • 2005-12-14 → 2006-07-17
    Ryan Wealth Management Services
    Hackettstown, NJ
Other Businesses

1. 04/11/2011 - RYAN WEALTH MANAGEMENT SERVICES - NOT INV REL - NON-VARIABLE INSURANCE - INS TYPES: LIFE, HEALTH, DISABILITY, LONG TERM CARE, FIXED ANNUITIES - 5% TIME SPENT - SELL NON-VARIABLE INSURANCE OUTSIDE LPL. 2. 10/3/2017 - Main Street Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2017 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 10/3/2017 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/02/2017 - 120 Hours Per Month/7 Hours During Securities Trading - 120 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/3/2017 - Private Advisor Group - DBA: (Hybrid) Main Street Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/02/2017 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 10/3/2017. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-05-15
  • S63 Uniform Securities Agent State Law Examination
    1991-05-15
Designations
  • Certified Financial Planner
Other Names
  • Bill Ryan
  • William Edward Jr Ryan

View on SEC IAPD

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