Maura
Ryan

Commonwealth Financial Network

CRD#1291998
Investment Advisor
in Mashpee, MA

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About this Advisor

Maura Ryan is a financial advisor working out of Mashpee, Massachusetts with 20 years of industry experience. Ryan works at Commonwealth Financial Network. They have spent their complete career at Commonwealth Financial Network. Ryan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Commonwealth Financial Network is a company that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in assets across its 585,629 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. Commonwealth Financial Network offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

759 Falmouth Rd. Suite 2
Mashpee, MA 02649

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

MA Average: $16,012,751,954
Total Number of Employees

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Maura Ryan Work History

Maura has been registered as a financial advisor for 20 years.*

2003 - Present (21 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maura Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joseph Alvarez
Wells, ME
Christopher Lamal
Green Bay, WI
Richard Carlquist
San Diego, CA
Erin Dicarlo
Wilmington, MA
Shelby Trinkino
Littleton, CO
Anthony Migliozzi
West Hartford, CT
Gabor Nagy
Mendham, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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