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Ryan William O'Shaughnessy

RWA Wealth Partners

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About Ryan William O'Shaughnessy

Ryan O'Shaughnessy is a financial advisor currently registered with RWA Wealth Partners. Ryan has been in the industry for over 9 years, previously working for Citizens Securities, Inc. Ryan has a series 6 and Series 63 license and is a registered Investment Advisor in Massachusetts. Ryan's current role at RWA Wealth Partners focuses on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Ryan has experience working with clients on retirement planning, college savings, and other financial planning needs.

Firm Information

Ryan O'Shaughnessy is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

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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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.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Ryan O'Shaughnessy’s Registration & Firm History

MA

02/11/2019 - Present

RWA Wealth Partners (NEWTON MA)

MA

12/12/2015 - 01/02/2019

CITIZENS SECURITIES, INC. (BEDFORD MA)

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Licenses & Designations

IA

Issued 03/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan William O'Shaughnessy.
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