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Ryan Patrick Carroll

CW Advisors, LLC

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About Ryan Patrick Carroll

Ryan Carroll is a financial advisor with CW Advisors, LLC. Ryan has been in the financial services industry since 2012 and is licensed to provide investment advice in Connecticut and Massachusetts. Ryan specializes in financial planning, pension consulting, and portfolio management. Ryan has experience working with individuals, businesses, investment companies, and pooled investment vehicles. Ryan’s commitment to providing his clients with personalized and comprehensive financial advice has earned him a reputation as a trusted and knowledgeable advisor.

Firm Information

Ryan Carroll is currently registered with CW Advisors, LLC. CW Advisors, LLC is a Boston-based investment advisory firm with over $6.9 billion in regulatory assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. CW Advisors serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors.
CW Advisors, LLC

155 SEAPORT BLVD

BOSTON, MA 02210

$6.92B

Assets Under Management

9

Total Clients

51

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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 Carroll’s Registration & Firm History

MA

10/21/2020 - Present

CW Advisors, LLC (BOSTON MA)

ME

04/17/2013 - 12/31/2015

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

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Licenses & Designations

IA

Issued 06/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Patrick Carroll.
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