William Ryan

FOX HILL WEALTH MANAGEMENT

Dedham, MA 02026

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CRD#: 5133848

Professional summary

William Ryan, CFP®, who also goes by Bill Nicholas Ryan, Billy Nicholas Ryan, is a registered financial advisor currently at FOX HILL WEALTH MANAGEMENT located in Dedham, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Nicholas Ryan | Billy Nicholas 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.

Tax Preparer with Ryan Financial Strategies for 20 hours/week during securities trading and five hours/weekend and evenings since 09/2011. This may create a conflict of interest in the event Clients are referred between Ryan Financial Strategies and FHWM, however, as a fiduciary William Ryan will only make recommendations that are in the best interests of Clients. Owner of Rental Property in South Boston, MA and Dorchester, MA; Investment Related: Yes; Business Started 09/01/2019. Two hours per month outside trading hours. Expected total yearly compensation derived from the business: 5%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William 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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

August 10, 2022 - Present

FOX HILL WEALTH MANAGEMENT

Office #1: 84 Bridge Street, Dedham, MA 02026

RIA

CRD#: 321881

Dedham, MA

Past

January 24, 2017 - July 14, 2022

BECK BODE LLC

RIA

CRD#: 282611

DEDHAM, MA

Past

January 2, 2015 - February 16, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

QUINCY, MA

Past

January 2, 2015 - February 16, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

QUINCY, MA

Past

September 9, 2014 - July 28, 2016

MARINER

RIA

CRD#: 151664

OVERLAND PARK,, KS

Past

October 27, 2011 - January 2, 2015

NEW ENGLAND SECURITIES

RIA

CRD#: 615

QUINCY, MA

Past

October 26, 2011 - January 2, 2015

NEW ENGLAND SECURITIES

CRD#: 615

QUINCY, MA

Past

January 17, 2007 - November 1, 2011

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

QUINCY, MA

Past

August 21, 2006 - November 1, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

QUINCY, 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".

FOX HILL WEALTH MANAGEMENT

CRD#: 321881 / SEC#: 801-127922

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (5/15/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(8/10/2022)

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: 11/20/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/18/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOX HILL WEALTH MANAGEMENT

CRD#: 321881 / SEC#: 801-127922

RIA

Registered Investment Advisory firm - (5/4/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (5/15/2023 Terminated)

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Contact information

Main Address

84 Bridge Street, Dedham, MA 02026

Mailing Address

Phone number

(781) 613-2600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,131
AUM (Assets Under Management)	$ 251,789,085

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

William Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BECK BODE LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MARINER

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

FOX HILL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2006

Series 63

Date: 7/11/2006

SIE

Date: 2/16/2017

Series 6

Date: 8/18/2006

Current Firm

FOX HILL WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOX HILL WEALTH MANAGEMENT

TRUST BUT VERIFY

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