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Ryan M Connelly

SUN Life Institutional Distributors (u.s.) LLC

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About Ryan M Connelly

Ryan Connelly is a financial professional registered with Sun Life Institutional Distributors (u.s.) LLC. Ryan has been in the industry for 5 years and is registered in 52 states. Ryan is licensed with Series 7TO, Series 63, and SIE licenses.

Firm Information

Ryan Connelly is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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Ryan Connelly’s Registration & Firm History

MA

03/28/2024 - Present

SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)

MA

12/11/2019 - 03/25/2024

EASTERLY SECURITIES LLC (BEVERLY MA)

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Licenses & Designations

BC

Issued 11/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan M Connelly.
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