Ryan A. Zimmerman
MSA FINANCIAL
BRAINTREE, MA 02184
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CRD#: 4690733
Professional summary
Ryan Alan Zimmerman, AIF®, CFP® is a registered financial advisor currently at MSA FINANCIAL located in Braintree, Massachusetts.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 6 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.
1) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; SAME ADDRESS AS ABOVE; INSURANCE AGENT; INSURANCE PRODUCT SALES; LESS THAN 10% OF TIME PER MONTH. 2) HINGHAM GALS BASKETBALL COACH; POSITION: Coach NATURE: Coach of Hingham Gals Basketball (Expecting to Coach 4th Grade this Year) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: Hingham Sports Partnership, PO Box 48, Hingham MA 02043 DESCRIPTION: I am planning on being an assistant coach for my daughter's basketball team. She is in fourth grade. 3) MEMBER OF BOSTON ESTATE PLANNING COUNCIL; POSITION: Volunteer NATURE: Boston Estate Planning Council Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2019 ADDRESS: 4 Lan Drive, Westford MA 01886 DESCRIPTION: Network with local's accountants, estate planning attorneys and other professionals who work with clients in wealth management
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Alan Zimmerman'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®
CFP®
Start date: 2017
Experience
Current
November 15, 2017 - Present
MSA FINANCIAL
Office #1: 25 Braintree Hill Park Suite 205, Braintree, MA 02184RIA
CRD#: 107768
BRAINTREE, MA
Past
June 14, 2024 - May 20, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
BRAINTREE, MA
Past
November 8, 2017 - November 15, 2017
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
BRAINTREE, MA
Past
November 1, 2017 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BRAINTREE, MA
Past
September 6, 2016 - October 11, 2017
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Boston, MA
Past
May 7, 2004 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
BOSTON, 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".
MF
MSA FINANCIAL
MARINO STRAM & ASSOCIATES | MSA FINANCIAL | MARINO, STRAM AND ASSOCIATES LLC
CRD#: 107768 / SEC#: 801-72425
RIA
Registered Investment Advisory firm - (6/13/2011 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
Massachusetts(11/15/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MSA FINANCIAL
MARINO STRAM & ASSOCIATES | MSA FINANCIAL | MARINO, STRAM AND ASSOCIATES LLC
CRD#: 107768 / SEC#: 801-72425
RIA
Registered Investment Advisory firm - (6/13/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 Braintree Hill Office Park Suite 303, Braintree, MA 02184
Mailing Address
Phone number
(781) 843-3500
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,165 |
| AUM (Assets Under Management) | $ 1,168,995,005 |
Red Flags
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Company Information
MSA FINANCIAL
CRD#: 107768Braintree, MA 02184TRUST BUT VERIFY
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