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Ryan Andrew Schoffield

Keenan Financial

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About Ryan Andrew Schoffield

Ryan Schoffield is an investment advisor representative registered with Keenan Financial and has been in the industry since 2020. Ryan has a Series 65 license and specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses. Ryan's firm, Keenan Financial, has been in business since 2000 and has approximately $102,705,869 in regulatory assets under management. Keenan Financial provides financial planning and portfolio management services to individuals and businesses. Ryan Schoffield also provides insurance services through Keenan Financial, and clients should be aware that these services pay a commission or other compensation and involve a conflict of interest. Ryan Schoffield spends approximately five hours per month on this activity, none during securities trading hours.

Firm Information

Ryan Schoffield is currently registered with Keenan Financial. Keenan Financial is an investment advisor based in Boston, MA. They offer financial planning and portfolio management services to individuals and businesses. They manage approximately $102,705,869 in assets for 1,096 clients, primarily high-net-worth individuals and individuals other than high-net-worth.
Keenan Financial

11 BEACON ST

BOSTON, MA 02108

$102.71M

Assets Under Management

9

Total Clients

16

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Ryan Schoffield’s Registration & Firm History

MA

06/25/2024 - Present

Keenan Financial (BOSTON MA)

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Licenses & Designations

IA

Issued 05/31/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Andrew Schoffield.
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