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Ryan Scott Thompson

Osaic Institutions, Inc.

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About Ryan Scott Thompson

Ryan Thompson is a financial advisor with Osaic Institutions, Inc. based in Lancaster, NH. Ryan has been in the industry since 2018. Ryan has licenses for both securities and investment advisory services and holds Series 66, SIE, and Series 7 licenses. Ryan has experience with Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Ryan offers financial planning, educational seminars, and portfolio management for individuals. Ryan's experience includes working with individuals, corporations, and charitable organizations.

Firm Information

Ryan Thompson is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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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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.

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solicitation services for other advisers

Solicitation services for other advisers

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 Thompson’s Registration & Firm History

NH

03/06/2023 - Present

Osaic Institutions, Inc. (LANCASTER NH)

NH

07/07/2022 - 02/27/2023

CITIZENS SECURITIES, INC. (KEENE NH)

NH

05/31/2022 - 06/30/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HANOVER NH)

VT

04/08/2019 - 05/05/2022

EDWARD JONES (ST JOHNSBURY VT)

VT

04/19/2018 - 10/08/2018

EDWARD JONES (ST JOHNSBURY VT)

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Licenses & Designations

BOTH

Issued 05/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Scott Thompson.
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