Ryan Ferriter is a registered investment advisor at LPL Financial LLC, based in Holyoke, MA, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1669 Northampton Street, Holyoke, MA, 01040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan operates Dowd Wealth Management as a DBA for his LPL business and uses Paper City Management LLC for tax/investment purposes. He also provides investment advisory services through Private Advisor Group and its DBA, Flynn Financial Partners LTD, dedicating full-time hours to these activities. Ryan also has a non-investment related role with Crosstown Development LLC.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations3 states
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