Gerard Patrick 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

• 09/1988 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Albany, NY

Other Businesses

1. KEYSTONE FINANCIAL MANAGEMENT LLC / FIXED INSURANCE POSITION: insurance broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1984 ADDRESS: 9 Washington Square, Albany NY 12205, United States DESCRIPTION: Sales and marketing of fixed annuities and non variable insurance 2. KEYSTONE FINANCIAL MANAGEMENT LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/1984 ADDRESS: 9 Washington Square, Albany NY 12205, United States DESCRIPTION: Sales and marketing of securities, investment advisory and insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-30
• S63 Uniform Securities Agent State Law Examination
  1984-08-31

Other Names

• Gerard Ryan
• Gerard Ryan
• Gerard Ryan