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James W Ryan

EAB Investment Group, LLC

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About James W Ryan

James Ryan is a financial advisor with over 10 years of experience in the industry. James has a Series 7, Series 63, and Series 65 licenses. James is currently registered with EAB Investment Group, LLC and previously worked at Guggenheim Securities, LLC and SRT Securities LLC. James specializes in portfolio management for investment companies. James is also a partner at Easterly EAB Risk Solutions LLC, an asset management firm located in Philadelphia, PA. James has experience working with investment companies and holds a current registration as an Investment Adviser Representative with the state of Pennsylvania.

Firm Information

James Ryan is currently registered with EAB Investment Group, LLC. EAB Investment Group, LLC is an investment advisor headquartered in Bala Cynwyd, PA, managing approximately $136,090,498 in assets for one client. The firm specializes in portfolio management for investment companies.
EAB Investment Group, LLC

150 MONUMENT ROAD

BALA CYNWYD, PA 19004

$136.09M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ryan’s Registration & Firm History

PA

05/19/2020 - Present

EAB Investment Group, LLC (Philadelphia PA)

NY

07/14/2020 - 11/10/2022

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

MI

07/29/2014 - 01/13/2021

SRT SECURITIES LLC (BIRMINGHAM MI)

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Licenses & Designations

BC

Issued 09/09/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James W Ryan.
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