Christopher William Ryan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2023 → 11/2025
  Fidelity Brokerage Services Llc
  Albany, NY
• 03/2022 → 02/2023
  Advantage Xpo
  Cohoes, NY
• 10/2021 → 10/2022
  Rule 1 Sports
  Troy, NY
• 04/2021 → 12/2021
  Lebaron Hills Country Club
  Lakeville, MA
• 07/2020 → 08/2020
  Averill Park Central School District
  Averill Park, NY
• 07/2019 → 08/2019
  Averill Park Central School District
  Averill Park, NY
• 05/2017 → 08/2017
  Browns Brewing
  Troy, NY
• 08/2017 → 05/2018
  Nazareth University
  Rochester, NY
• 01/2016 → 05/2019
  Suny Hudson Valley Community College
  Troy, NY
• 09/2019 → 12/2021
  Bridgewater State University
  Bridgewater, MA
• 08/2022 → 08/2025
  Excelsior University
  Albany, NY
• 03/2025 → 11/2025
  Strategic Advisers Llc
  Boston, MA
• 11/2025 → Present
  Raymond James Financial Services, Inc.
  Latham, NY
• 11/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Latham, NY
• 08/2024 → 03/2025
  Fidelity Personal And Workplace Advisors
  Albany, NY
• 03/2022 → 02/2023
  Goldman Sachs & Co. Llc
  Jersey City, NJ
• 08/2013 → 05/2017
  Lasalle Institute
  Troy, NY

Previous Registrations

• 2025-03-31 → 2025-12-04
  Strategic Advisers Llc
  Albany, NY
  Troy, NY
  Boston, MA
• 2024-08-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Troy, NY
  Albany, NY

Other Businesses

(1)Name of Business: The Kelton Financial Group Address: 11 Sunset Dr, Latham, NY, 12110-2103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: See responsibilities in other details section

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-09
• S63 Uniform Securities Agent State Law Examination
  2023-08-29

Other Names

• Chris Ryan