UBS Financial Services
46yrs
Top advisor by experience in Albany
42yrs
Gerard Ryan is a fiduciary financial advisor in Albany, New York, with 42 years in the industry. Gerard joined Osaic Wealth in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 393 advisors with offices in Albany, and one of 340 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in New York
Office9 Washington Square Washington Ave Ext 1st Floor, Albany, NY 12205
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowOsaic Wealth, Inc.Current firm
Questions to ask Gerard
Tailored to Gerard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gerard
How do I contact Gerard?
Call Osaic Wealth at (800) 821-5100 and ask for Gerard Ryan. Gerard works from the Albany, NY office.
How long has Gerard been a financial advisor?
Gerard has been in the industry since 1984, about 42 years. Top 2% by experience in New York.
What licenses does Gerard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gerard a fiduciary?
Gerard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerard paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gerard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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