William Francis Ryan

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 10/1973 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Melrose, MA

Previous Registrations

• 2007-11-08 → 2018-11-02
  Signator Investors, Inc.
  Andover, MA
  Melrose, MA

Other Businesses

1. WFR FINANCIAL PLANNING & INSURANCE POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 24 START DATE: 01/01/2000 ADDRESS: 653 Main Street, Melrose MA 02176, United States DESCRIPTION: In my Financial Planning and Insurance practice I assist individuals, business owners and executives to achieve their financial goals like saving for college tuition, accumulating and distributing funds for retirement, investment Advisory services, life, disability, long-term care insurance and annuities to help provide security and income. 2. WILLIAM F. RYAN, JR POSITION: Non-compensated Trustee NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 21 Damon Ave, MELROSE MA 02176, United States DESCRIPTION: Non-compensated Trustee of a 501(C) 3 School- Chapel Hill Chauncy Hall School 3. BILL RYAN PHOTOGRAPHY POSITION: owner/photographer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2010 ADDRESS: 653 main street, MELROSE MA 02176, United States DESCRIPTION: Photographing and editing a myriad of interesting subjects. 4. WILLIAM RYAN INSURANCE POSITION: owner NATURE: Sole Proprietorship, INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2000 ADDRESS: 653 Main Street, Melrose MA 02176, United States DESCRIPTION: Property and casualty (auto and home insurance) to my existing clients and to the public. 5. INSURANCE BROKERAGE / INNOVATIVE FINANCIAL GROUP POSITION: Financial Advisor NATURE: Sole Proprietorship Renewals and service fees for past JH business that is paid to Boston Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/31/1973 ADDRESS: 653 Main Street, Melrose MA 02176, United States DESCRIPTION: Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-23
• S63 Uniform Securities Agent State Law Examination
  1994-06-02

Designations

• Chartered Financial Consultant