Ryan Patrick Birch

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 07/2024
  Putnam Investments Management
  Boston, MA
• 06/2016 → 06/2019
  Pro Ambitions Inc.
  Walpole, MA
• 06/2017 → 08/2019
  Walpole Recreation Department
  Walpole, MA
• 06/2020 → 08/2021
  Small Haul Moving
  South Boston, MA
• 08/2018 → 05/2022
  Bentley University
  Waltham, MA
• 07/2024 → 07/2026
  Franklin Distributors, Llc
  Boston, MA
• 06/2022 → 07/2024
  Putnam Retail Management
  Boston, MA
• 01/2011 → 06/2018
  Full Time Education
  Walpole, MA
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA

Previous Registrations

• 2023-01-11 → 2026-06-23
  Putnam Investment Management, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-17

Designations

• Certified Financial Planner