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CFP

William Ryan

Private Advisor Group, LLC
36 Years of Experience
Bedminster, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Ryan is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Bedminster, NJ, with 36 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

376 Main St, Ste 200, Bedminster, NJ, 07921

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, spending about 10-20% of his time on this activity. He also provides investment advisory services through Private Advisor Group and its DBA, Main Street Wealth Management, dedicating full-time hours to these activities.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2017 - Present · 9 yrs
LPL Financial LLCBroker
May 1998 - Present · 28 yrs 5 mos
Previous Registrations
Ryan Wealth Management Services
December 2005 - July 2006 · 7 mos
LPL Financial LLC
June 2002 - January 2018 · 15 yrs 7 mos
American Express Financial Advisors INC.Broker
July 1990 - June 1998 · 7 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1990 - June 1998 · 7 yrs 11 mos
State Registrations18 states
AZCACTDEFLIAINKYMINCNJNVNYOHPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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