Ryan Matthew Flurie

Current Employers

Employment History

• 08/2016 → 01/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2024 → 07/2026
  Summit Financial, Llc
  Parsippany, NJ
• 03/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2026 → Present
  Beam Wealth Advisors
  West Grove, PA

Previous Registrations

• 2024-01-19 → 2026-07-17
  Summit Financial, Llc
  West Grove, PA
• 2016-08-24 → 2024-01-11
  Vanguard Advisers, Inc.
  Malvern, PA
• 2015-08-12 → 2016-08-11
  Mallard Financial Partners Inc
  Newark, DE
• 2012-10-25 → 2015-04-21
  Wfg Advisors, Lp
  New Castle, DE
• 2011-02-02 → 2012-10-29
  Avantax Advisory Services
  New Castle, DE

Other Businesses

1. Beam Wealth Advisors. Investment Related. At Registered location. RIA. IAR/wealth advisor. 8/2026 160 hrs/month with 8 during trading hours. Provide financial advice based on the needs of clients. 2. Fixed Insurance. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/traditional insurance. 1/2024. 20 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/traditional insurance. 1/2024. 20 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-29

Designations

Other Names

• Ryan Matthew Flurie
• Ryan Flurie