Ryan
Carroll
Congress Wealth Management LLC
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About this Advisor
Ryan Carroll is a financial advisor based out of Boston, Massachusetts, who has 3 years of industry experience. Carroll is currently employed by Congress Wealth Management LLC. Throughout their career, Carroll has worked at Quasar Distributor, LLC, Congress Asset Management, Llp and Congress Wealth Management LLC. Carroll holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Massachusetts. Congress Wealth Management LLC is a financial advisory business based in Boston, MA. It has offices in 10 locations and a total of 70 employees. It controls $5 billion in total assets among its 10,485 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 10,485 client accounts, 56% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Congress Wealth Management LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Congress Wealth Management LLC Brokerage Details
$5,144,514,705
70
10,485
$490,655
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ryan Carroll Work History
Ryan has been registered as a financial advisor for 3 years.*
Congress Wealth Management LLC
Quasar Distributor, LLC
Congress Asset Management, Llp
*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 Ryan Carroll 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 Congress Wealth Management LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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.
