TR
Timothy A. Ryan
KESTRA ADVISORY SERVICES
Westwood, MA 02090
Some features on this profile are disabled
CRD#: 4660179
TR
Professional summary
Timothy Andrew Ryan is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Westwood, Massachusetts and KESTRA INVESTMENT SERVICES, LLC located in Westwood, Massachusetts.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Name: GRANDVIEW PARTNERS POSITION: Founding partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2019 ADDRESS: 1 University Ave, Ste. 2B, Westwood MA 02090, United States DESCRIPTION: Running the day to day operations of Grandview as well as working with existing clients on their financial planning and investment management. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Andrew Ryan'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
October 1, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1 University Ave Ste 2b, Westwood, MA 02090RIA
CRD#: 283330
Westwood, MA
Current
October 1, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1 University Avenue Suite 2b, Westwood, MA 02090BD
CRD#: 42046
Westwood, MA
Past
October 5, 2015 - October 6, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Westwood, MA
Past
October 2, 2015 - October 6, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Westwood, MA
Past
August 6, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 6, 2003 - October 6, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NEEDHAM, MA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
California(10/1/2025)
RR
Colorado(10/1/2025)
RR
Florida(10/1/2025)
RR
Idaho(10/1/2025)
RR
Indiana(10/10/2025)
RR
Maine(10/1/2025)
RR
Massachusetts(10/1/2025)
IAR
Massachusetts(10/1/2025)
RR
New Hampshire(10/1/2025)
RR
New York(10/1/2025)
RR
North Carolina(10/6/2025)
RR
Virginia(10/1/2025)
RR
Washington(10/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Westwood, MA 02090TRUST BUT VERIFY
Monitor Timothy Ryan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
