Gerard Ryan
Gerard Ryan is a registered investment advisor at Osaic Wealth, INC., based in Albany, NY, with 41 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9 Washington Square, Washington Ave Ext 1st Floor, Albany, NY, 12205
Get directionsHistory
Regulatory History (2)
Criminal
July 1988Criminal
December 1977Other Business ActivitiesSells Insurance
Gerard is an insurance broker through Keystone Financial Management LLC, focusing on fixed annuities and non-variable insurance, dedicating a few hours per week. He also works as a financial advisor at the same firm, spending full-time hours on sales and marketing of securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.