ER
Edward J. Ryan
CETERA INVESTMENT ADVISERS
RUTHERFORD, NJ 07070
Some features on this profile are disabled
CRD#: 2270069
ER
Edward Joseph Ryan JRCETERA INVESTMENT ADVISERS
Professional summary
Edward Joseph Ryan JR, who also goes by Ed Ryan Jr, Ed Ryan, Edward Joseph Jr Ryan, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Rutherford, New Jersey and CETERA WEALTH SERVICES, LLC located in Rutherford, New Jersey.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Edward has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 52, Series 62 and Series 6 exams.
Aliases
Ed Ryan Jr | Ed Ryan | Edward Joseph Jr Ryan
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.
2) 15 Union Ave Assoc II~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Partner/General Partner~7/1/2003~1hrs~0hrs~real estate owner of commercial property 3) Asbury Road Properties,LLC~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Partner/General Partner~1/1/1993~1hrs~0hrs~passive owner real estate.Duties are: prepare tax returns, arrange mortgage financing for property. All owners are included in any decision making. 4) Bill Moose Young Scholarship Fund Inc~475 Stuyveasant Ave~Rutherford~NJ~07070~Other~Director/Officer~1/6/2012~1hrs~0hrs~director/secretary for non profit organization that provides scholarship to children attending catholic high school 5) Edward Ryan~15 Union Ave~Rutherford~NJ~07070~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2005~1hrs~0hrs~passaive real estate owner for residential properties. Collect rent, complete mortgage applications 6) NJ Society of Enrolled Agents~'NIR'~PO Box 3328~Mercerville~NJ~08619~Elected/Appointed Official~Other~11/1/2015~2hrs~0hrs~Advocating for EA's 7) New England Mutual Life Ins. Co.~15 Union ave~Rutherford~NJ~07070~Other~Insurance Sales Agent~2/1/2004~1hrs~0hrs~Provides health insurance for clients 8) Real Estate Exchange Services LLC~15 Union Ave~Rutherford~NJ~07070~Other~Contractor~9/24/2007~0hrs~0hrs~Intermediary for Real Estate exchanges 9) Ryan Scholarship Foundation~15 Union Ave~Rutherford~NJ~07070~Nonprofit~Trustee~11/1/2015~1hrs~0hrs~Awarding scholarships to HS students 10) Ryan Financial~15 Union Ave~Rutherford~NJ~07070~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1984~40hrs~20hrs~prepare income taxes 11) Ryan Financial Mortgage LLC~15 Union Ave~Rutherford~NJ~07070~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~1/1/2005~1hrs~0hrs~1031 exchanges 12) St. Mary High School~64 Chestnut St~Rutherford~NJ~07070~School/College Professor/Teacher/Administrator~Other~1/1/1989~1hrs~0hrs~Alumni Board, board member 13) United Healthcare~15 Union Ave~Rutherford~NJ~07070~Other~Insurance Sales Agent~2/1/2004~1hrs~0hrs~Provides health insurance for clients 14) 3 Union Ave LLC~15 Union Ave~Rutherford~NJ~07070~Rental Property~Owner~11/1/2018~1hrs~0hrs~50% owner of rental property with wife Lisa the other 50%. Decision making authority. Son Matthew manages the property. 15) NATIONAL ASSOCIATION OF ENROLLED AGENTS POSITION: Treasurer NATURE: National Association of Enrolled Agents(NAEA) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/19/2023 ADDRESS: 1730 Rhode Island Ave, Washington DC 20036 DESCRIPTION: I am chair of the finance committee and look after the financial well being of the association. 16) POWER OF ATTORNEY SAULIN POSITION: Power of Attorney NATURE: Power of Attorney for my Aunt INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 15 Union Avenue, Rutherford NJ 07070; DESCRIPTION: My aunt is in a facility suffering from Dementia and depression. I handle all financial and personal decisions for her 17) ESTATE OF THOMAS SAULINO POSITION: Executor NATURE: Executor of my uncle Tom Saulino estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2024 ADDRESS: 15 Union Avenue, Rutherford NJ 07070 DESCRIPTION: handle the administration of the estate assets. The assets are inherited by my Aunt Louise Saulino 18) NAME OF OTHER BUSINESS: EXECUTOR FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTOR FOR FRIEND; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: EXECUTOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXECUTOR FOR FRIEND;
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Ryan JR's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 15 Union Avenue, Rutherford, NJ 07070RIA
CRD#: 105644
RUTHERFORD, NJ
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 15 Union Avenue, Rutherford, NJ 07070Office #2: 90 North Street Suite 205, Middletown, NY 10940BD
CRD#: 13572
RUTHERFORD, NJ
Past
January 8, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
RUTHERFORD, NJ
Past
July 2, 2002 - December 13, 2004
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
RUTHERFORD, NJ
Past
September 14, 1992 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
RUTHERFORD, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(2/4/2026)
RR
Missouri(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
IAR
New York(9/7/2025)
RR
North Carolina(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(4/2/2026)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(7/9/2026)
RR
Vermont(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
West Virginia(9/5/2025)
RR
Wisconsin(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 2/16/2001
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
