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RS

Ralph M. Studley

CONCENTRIC
Boston, MA 02110
Some features on this profile are disabled
CRD#: 4514830
RS

Professional summary

Ralph Michael Studley, who also goes by Ralph M. Studley, is a registered financial advisor currently at CONCENTRIC located in Boston, Massachusetts.

Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ralph has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ralph M. Studley

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.
1. Westfield State University, Institutional Advancement, The Horace Mann Center 333 Western Ave PO Box 1630 Westfield, MA 01085 (413) 572-8652 Westfield State Foundation supports students and the University through advocacy, fundraising, engagement and stewardship. - Board Member. Through its Board of Directors, the Foundation develops, fosters, and cultivates relationships with external constituencies, including alumni, friends, business leaders, private foundations, and residents of the Westfield area and beyond. - April 2022 to present - Less than 5 hours per month 2. Screen Actors Guild - American Federation of Television and Radio Artists 5757 Wilshire Boulevard, 7th Floor Los Angeles, California 90036 (855) 724-2387 Member, for the purposes of acting in screen and TV productions. Currently not active. - 2003 to present - Less than 5 hours per month 3. Gentlemans's Friday, LLC. 3 Cricket Circle Scituate, MA 02066 (781) 254-6853 -Self-directed RIA LLC for the purposes of real estate. 50% owner of the LLC that holds one property. 18 Buttonwood Lane, Scituate, MA 02066 - April 2023 to present - Less than 5 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Michael Studley'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

December 10, 2024 - Present

CONCENTRIC

Office #1: 24 Federal Street, Boston, MA 02110
RIA
CRD#: 321633
Boston, MA
Past

February 7, 2020 - November 4, 2024

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
Scituate, MA
Past

July 2, 2019 - November 4, 2024

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
Scituate, MA
Past

June 8, 2018 - June 27, 2019

SCHRODER FUND ADVISORS LLC

BD
CRD#: 24129
NEW YORK, NY
Past

February 27, 2015 - January 18, 2018

BNY MELLON SECURITIES CORPORATION

RIA
CRD#: 231
BOSTON, MA
Past

February 27, 2015 - January 18, 2018

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
BOSTON, MA
Past

September 23, 2013 - February 5, 2015

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

November 29, 2011 - February 5, 2015

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

April 18, 2006 - September 24, 2007

PIPER SANDLER & CO.

BD
CRD#: 665
BOSTON, MA
Past

April 13, 2005 - April 20, 2006

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

October 20, 2004 - May 11, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

April 30, 2003 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

December 17, 2002 - March 6, 2003

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

August 28, 2002 - November 11, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
CO
CONCENTRIC
ADVISOR PARTNERS | CONCENTRIC | ADVISOR PARTNERS II, LLC

CRD#: 321633 / SEC#: 801-125744

RIA
Registered Investment Advisory firm - (5/25/2022 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
California
(12/10/2024)
IAR
Massachusetts
(2/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/17/2023
General Securities Principal Examination

Current Firm

CO
CONCENTRIC
ADVISOR PARTNERS | CONCENTRIC | ADVISOR PARTNERS II, LLC

CRD#: 321633 / SEC#: 801-125744

RIA
Registered Investment Advisory firm - (5/25/2022 Approved)
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Contact information

Main Address
1333 N. California Blvd Suite 680, Walnut Creek, CA 94596
Mailing Address
Phone number
(888) 265-2257
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONCENTRIC PART 2A FORM ADV 08012025 (8/1/2025)

Regulatory assets under management

Total Number of Accounts3,552
AUM (Assets Under Management)$ 7,668,325,922

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.

Company Information

CONCENTRIC

CRD#: 321633Boston, MA 02110

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