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7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-25 |
Branch Locations
7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keenan Financial | Boston | MA | 06/2024 | Present |
| Bryant University | Smithfield | RI | 08/2020 | 05/2024 |
| Capital Advisory Group, Llc | Concord | NH | 05/2023 | 08/2023 |
| Merrimack Valley High School | Penacook | NH | 09/2016 | 06/2020 |
| Bryant University | Smithfield | RI | 09/2020 | 05/2024 |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 05/2024 | Present |
The principal business of Ryan Schoffield is that of an investment adviser representative and provider of financial planning services. Ryan Schoffield is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. Ryan Schoffield spends approximately five hours per month on this activity, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
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