Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
35yrs
Based in Boston, Massachusetts, Robert Ryan is a fiduciary financial advisor with 35 years of industry experience. Robert has been with UBS Financial Services since 2019; before that, Robert spent ten years at Morgan Stanley and two years at Morgan Stanley & Co.. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Boston
OfficeOne Post Office Square, Boston, MA 02109
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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
- 2019 – nowUBS Financial Services Inc.Current firm
- 2009 – 2019Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Feb 2007 – Apr 2007Morgan Stanley DW Inc.Previously
- 2004 – 2007MerrillPreviously
Contact Robert
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Robert. One Post Office SquareBoston, MA 02109Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call UBS Financial Services at (201) 352-3000 and ask for Robert Ryan. Robert works from the Boston, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1991, about 35 years. Top 8% by experience in Boston.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Robert 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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