Ryan O'shaughnessy

from Rwa Wealth Partners
SEC regulated
Regulated Investment Advisor
Ryan O'shaughnessy is a financial advisor based in Massachusetts, Newton, with 14 years of experience. Ryan currently works for Rwa Wealth Partners. Ryan maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ryan O'shaughnessy works at Rwa Wealth Partners
Rwa Wealth Partners is a financial advisory firm based in Newton, Massachusetts. It currently has approximately $14,485,188,280 of assets under management and employs about 186 people. Rwa Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and model provider fee.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and model provider fee
Office location
85 Wells Avenue, Suite 109, Newton, Massachusetts, 2459

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