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RW

Ryan E. Waxler

LOCKEBRIDGE PARTNERS,
WOBURN, MA 01801
Some features on this profile are disabled
CRD#: 7955505
RW

Professional summary

Ryan Earl Waxler is a registered financial professional currently at LOCKEBRIDGE PARTNERS, INC located in Woburn, Massachusetts.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2025. Ryan has worked at 1 firm and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Earl Waxler'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®
None

Experience

Current

July 24, 2025 - Present

LOCKEBRIDGE PARTNERS, INC

Office #1: 100 Tradecenter, Suite G-700, Woburn, MA 01801
BD
CRD#: 143163
WOBURN, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 7/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

LP
LOCKEBRIDGE PARTNERS, INC
LOCKEBRIDGE PARTNERS, INC | LOCKEBRIGE PARTNERS, INC. | LOCKEBRIDGE PARTNERS, INC.

CRD#: 143163 / SEC#: , 8-67533

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
100 Tradecenter, Suite G-700, Woburn, MA 01801
Mailing Address
100 Tradecenter, Suite G-700 100, Woburn, MA 01801
Phone number
(781) 676-2001
Established
Massachusetts since 04/05/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
WAXLER, SCOTT STEVENPRESIDENT, CCO, EXEC. REP.
BEATON, DANIEL STEWARTCFO, FINOP4240769

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

LOCKEBRIDGE PARTNERS, INC

CRD#: 143163Woburn, MA 01801

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