Edward Joseph Ryan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/1984 → Present
  Edward J. Ryan Jr.
  Rutherford, NJ
• 08/1992 → 09/2025
  Avantax Investment Services, Inc
  Rutherford, NJ
• 03/1994 → 09/2025
  Avantax Advisory Services
  Rutherford, NJ
• 06/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Rutherford, NJ
• 11/2018 → Present
  3 Union Ave Llc
  Rutherford, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rutherford, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-08 → 2025-09-05
  Avantax Advisory Services
  Rutherford, NJ
• 2002-07-02 → 2004-12-13
  Avantax Advisory Services
  Rutherford, NJ

Other Businesses

2) 15 Union Ave Assoc II~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Partner/General Partner~7/1/2003~1hrs~0hrs~real estate owner of commercial property 3) Asbury Road Properties,LLC~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Partner/General Partner~1/1/1993~1hrs~0hrs~passive owner real estate.Duties are: prepare tax returns, arrange mortgage financing for property. All owners are included in any decision making. 4) Bill Moose Young Scholarship Fund Inc~475 Stuyveasant Ave~Rutherford~NJ~07070~Other~Director/Officer~1/6/2012~1hrs~0hrs~director/secretary for non profit organization that provides scholarship to children attending catholic high school 5) Edward Ryan~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2005~1hrs~0hrs~passaive real estate owner for residential properties. Collect rent, complete mortgage applications 6) NJ Society of Enrolled Agents~'NIR'~PO Box 3328~Mercerville~NJ~08619~Elected/Appointed Official~Other~11/1/2015~2hrs~0hrs~Advocating for EA's 7) New England Mutual Life Ins. Co.~15 Union ave~Rutherford~NJ~07070~Other~Insurance Sales Agent~2/1/2004~1hrs~0hrs~Provides health insurance for clients 8) Real Estate Exchange Services LLC~15 Union Ave~Rutherford~NJ~07070~Other~Contractor~9/24/2007~0hrs~0hrs~Intermediary for Real Estate exchanges 9) Ryan Scholarship Foundation~15 Union Ave~Rutherford~NJ~07070~Nonprofit~Trustee~11/1/2015~1hrs~0hrs~Awarding scholarships to HS students 10) Ryan Financial~15 Union Ave~Rutherford~NJ~07070~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1984~40hrs~20hrs~prepare income taxes 11) Ryan Financial Mortgage LLC~15 Union Ave~Rutherford~NJ~07070~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~1/1/2005~1hrs~0hrs~1031 exchanges 12) St. Mary High School~64 Chestnut St~Rutherford~NJ~07070~School/College Professor/Teacher/Administrator~Other~1/1/1989~1hrs~0hrs~Alumni Board, board member 13) United Healthcare~15 Union Ave~Rutherford~NJ~07070~Other~Insurance Sales Agent~2/1/2004~1hrs~0hrs~Provides health insurance for clients 14) 3 Union Ave LLC~15 Union Ave~Rutherford~NJ~07070~Rental Property~Owner~11/1/2018~1hrs~0hrs~50% owner of rental property with wife Lisa the other 50%. Decision making authority. Son Matthew manages the property. 15) NATIONAL ASSOCIATION OF ENROLLED AGENTS POSITION: Treasurer NATURE: National Association of Enrolled Agents(NAEA) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/19/2023 ADDRESS: 1730 Rhode Island Ave, Washington DC 20036 DESCRIPTION: I am chair of the finance committee and look after the financial well being of the association. 16) POWER OF ATTORNEY SAULIN POSITION: Power of Attorney NATURE: Power of Attorney for my Aunt INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 15 Union Avenue, Rutherford NJ 07070; DESCRIPTION: My aunt is in a facility suffering from Dementia and depression. I handle all financial and personal decisions for her 17) ESTATE OF THOMAS SAULINO POSITION: Executor NATURE: Executor of my uncle Tom Saulino estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2024 ADDRESS: 15 Union Avenue, Rutherford NJ 07070 DESCRIPTION: handle the administration of the estate assets. The assets are inherited by my Aunt Louise Saulino 18) NAME OF OTHER BUSINESS: EXECUTOR FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTOR FOR FRIEND; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: EXECUTOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXECUTOR FOR FRIEND;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  1993-05-07

Other Names

• Ed Ryan
• Ed Ryan
• Edward Joseph Jr Ryan