William M. Ryan

ENVESTNET PMC

BERWYN, PA 19312

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CRD#: 2097451

Professional summary

William Michael Ryan is a registered financial advisor currently at ENVESTNET PMC located in Berwyn, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Ryan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 23, 2026 - Present

ENVESTNET PMC

Office #1: 1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312

RIA

CRD#: 111694

BERWYN, PA

Past

June 11, 2013 - December 18, 2025

CAPITAL CLIENT GROUP, INC.

RIA

CRD#: 6247

LOS ANGELES, CA

Past

June 1, 2005 - December 18, 2025

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

LOS ANGELES, CA

Past

February 19, 1999 - April 18, 2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

February 20, 1996 - February 17, 1999

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

March 16, 1995 - February 20, 1996

TOUCHSTONE SECURITIES, LLC

CRD#: 1526

CINCINNATI, OH

Past

August 17, 1992 - December 31, 1994

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENVESTNET PMC

CRD#: 111694 / SEC#: 801-57260

RIA

Registered Investment Advisory firm - (2/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/10/2005

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ENVESTNET PMC

CRD#: 111694 / SEC#: 801-57260

RIA

Registered Investment Advisory firm - (2/10/2000 Approved)

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Contact information

Main Address

222 N. Lasalle St., Suite 625, Chicago, IL 60601

Mailing Address

1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312

Phone number

(312) 827-2800

Established

Firm type

Fiscal year end

# of Employees

394

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENVESTNET ASSET MANAGEMENT ADV PART 2A (11/19/2025)

ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (11/19/2025)

ENVESTNET PRIVACY POLICY (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,021,610
AUM (Assets Under Management)	$ 532,197,263,852

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William M. Ryan

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

PERSHING LLC

TOUCHSTONE SECURITIES, LLC

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

ENVESTNET PMC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2013

Series 63

Date: 10/24/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/10/1992

Series 26

Date: 10/10/2005

Current Firm

ENVESTNET PMC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVESTNET PMC

TRUST BUT VERIFY

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