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Ryan Lee McWalter

Healthcare Community Securities Corp.

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About Ryan Lee McWalter

Ryan McWalter is a registered investment advisor representative with Healthcare Community Securities Corp., headquartered in Rensselaer, New York. Ryan has been working in the financial industry since 2009. Ryan holds Series 3, 7, 65 and 66 licenses. Ryan has previous experience with Global Alternative Investment Services, Inc., Wells Fargo Funds Distributor, LLC, Parker Point Capital, LLC and Banc of America Investment Services, Inc.. Ryan provides portfolio management for businesses and pension consulting.

Firm Information

Ryan McWalter is currently registered with Healthcare Community Securities Corp.. Healthcare Community Securities Corp., established in 1993, is a New York-based Corporation that offers pension consulting and portfolio management for businesses. The firm manages over $3.9 billion in assets, primarily for pension and profit-sharing plans. They are registered with the SEC and in four states, including Massachusetts, New Jersey, New York, and Pennsylvania.
Healthcare Community Securities Corp.

ONE EMPIRE DRIVE

RENSSELAER, NY 12144

$3.92B

Assets Under Management

Not reported

Total Clients

13

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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 McWalter’s Registration & Firm History

NY

08/24/2021 - Present

Healthcare Community Securities Corp. (RENSSELAER NY)

NC

06/30/2014 - 01/02/2020

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

04/18/2011 - 06/17/2014

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

MA

04/23/2010 - 04/11/2011

PARKER POINT CAPITAL, LLC (SOUTHBOROUGH MA)

MA

09/19/2007 - 03/05/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 08/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2014

Series 3 - National Commodity Futures Examination

BC

Issued 09/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Lee McWalter.
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