Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
17yrs
Ryan Tracy
Financial advisor at Appleton Partners
Ryan Tracy is a fiduciary financial advisor in Boston, Massachusetts, with 17 years in the industry. Ryan joined Appleton Partners in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 68% of advisors at Appleton Partners
OfficeOne Post Office Square 5th Floor, Boston, MA 02109
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.81 million
Advisors at the firm31
States licensed ?1 state
Services through Appleton Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational 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
- 2022 – nowAppleton Partners, Inc.Current firm
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Appleton Partners at (617) 338-0700 and ask for Ryan Tracy. Ryan works from the Boston, MA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2009, about 17 years. More experience than 68% of advisors at Appleton Partners.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Appleton Partners reports being paid by a percentage of the assets they manage. Ask Ryan 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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