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Matthew Emmett Ryan

Focus Partners Wealth, LLC

Wellesley, MA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

93 Worcester Street 4Th Floor, Wellesley, MA 02481 • 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
G.W. & Wade Asset Management Company, Inc. Wellesley MA 02/2005 12/2023
G.W. & Wade, Llc Wellesley MA 02/2005 03/2024
The Colony Group, Llc Boston MA 03/2024 Present
  • 02/2005 → 12/2023
    G.W. & Wade Asset Management Company, Inc.
    Wellesley, MA
  • 02/2005 → 03/2024
    G.W. & Wade, Llc
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2005-05-20 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
  • 2004-08-17 → 2005-02-08
    Uvest Financial Services Group, Inc.
    Millis, MA
  • 2004-02-13 → 2004-07-19
    Ryan Advisors, Inc
    Wellesley Hills, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-09-08
S65 Uniform Investment Adviser Law Examination 2003-07-22
  • S63 Uniform Securities Agent State Law Examination
    2004-09-08
  • S65 Uniform Investment Adviser Law Examination
    2003-07-22
Designations

View on SEC IAPD

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PRAN NATH TIKU
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Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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