Ryan A. Boland
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
MEDFIELD, MA
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CRD#: 7435892
Professional summary
Ryan Anthony Boland, CFP®, who also goes by Ryan Anthony Boland, Ryan Boland, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Medfield, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As a Wealth Management Advisor, I lead an incredible team that helps individuals and families pursue their goals through thoughtful planning. We build deep and enduring relationships with our clients to enable us to fully understand our clients' goals and priorities. With this background, we create and help implement customized strategies utilizing the vast resources and specialists at Fidelity Investments.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Anthony Boland | Ryan Boland
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Anthony Boland'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®
Education
New England School of Law
Juris Doctor (JD) - Law
1996
Providence College
Bachelor of Business Administration - Business
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 155 Congress St, Boston, MA 02110RIA
CRD#: 104555
MEDFIELD, MA
Current
October 1, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Congress St, Boston, MA 02110BD
CRD#: 7784
BOSTON, MA
Past
November 30, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(11/16/2021)
RR
Alaska(11/16/2021)
RR
Arizona(11/16/2021)
RR
Arkansas(11/16/2021)
RR
California(11/16/2021)
RR
Colorado(11/16/2021)
RR
Connecticut(11/16/2021)
RR
Delaware(11/16/2021)
RR
District of Columbia(11/16/2021)
RR
Florida(11/16/2021)
RR
Georgia(11/16/2021)
RR
Hawaii(11/16/2021)
RR
Idaho(11/16/2021)
RR
Illinois(11/16/2021)
RR
Indiana(11/16/2021)
RR
Iowa(11/16/2021)
RR
Kansas(11/16/2021)
RR
Kentucky(11/16/2021)
RR
Louisiana(11/16/2021)
RR
Maine(11/16/2021)
RR
Maryland(11/16/2021)
RR
Massachusetts(11/16/2021)
IAR
Massachusetts(3/31/2025)
RR
Michigan(11/16/2021)
RR
Minnesota(11/16/2021)
RR
Mississippi(11/16/2021)
RR
Missouri(11/16/2021)
RR
Montana(11/16/2021)
RR
Nebraska(11/16/2021)
RR
Nevada(11/16/2021)
RR
New Hampshire(11/16/2021)
RR
New Jersey(11/16/2021)
RR
New Mexico(11/16/2021)
RR
New York(11/16/2021)
RR
North Carolina(11/16/2021)
RR
North Dakota(11/16/2021)
RR
Ohio(11/17/2021)
RR
Oklahoma(11/16/2021)
RR
Oregon(11/16/2021)
RR
Pennsylvania(11/16/2021)
RR
Puerto Rico(1/7/2022)
RR
Rhode Island(11/16/2021)
RR
South Carolina(11/16/2021)
RR
South Dakota(11/16/2021)
RR
Tennessee(11/16/2021)
RR
Texas(11/16/2021)
IAR
Texas(3/31/2025)
RR
Utah(11/16/2021)
RR
Vermont(11/16/2021)
RR
Virgin Islands(1/7/2022)
RR
Virginia(11/16/2021)
RR
Washington(11/16/2021)
RR
West Virginia(11/16/2021)
RR
Wisconsin(11/16/2021)
RR
Wyoming(11/16/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Medfield, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
