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Ryan Robert McManus

Ballentine Partners

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About Ryan Robert McManus

Ryan McManus is an Investment Advisor Representative associated with Ballentine Partners, a firm that has approximately 10.8 Billion dollars in assets under management. Ryan has been in the financial services industry for over a decade, providing financial guidance and wealth management solutions for individuals, families, and charitable organizations. As a Certified Financial Planner (CFP®), Ryan is committed to developing customized financial plans that meet each client's specific needs and goals.

Firm Information

Ryan McManus is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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other

Project fees

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Ryan McManus’s Registration & Firm History

MA

05/13/2022 - Present

Ballentine Partners (Waltham MA)

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Licenses & Designations

IA

Issued 07/19/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Robert McManus.
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