Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
4yrs
Ryan Birch is a fiduciary financial advisor in Boston, Massachusetts, with 4 years in the industry. Ryan joined Wells Fargo Advisors in 2026, after three years at Putnam Investment Management. Ryan holds the CFP® designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office125 High St Suite 1359a, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2023 – 2026Putnam Investment Management, LLCPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Wells Fargo Advisors at 314-875-3000 and ask for Ryan Birch. Ryan works from the Boston, MA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Ryan hold?
Series 66. 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Morgan Stanley
47yrs
Top 1% by experience in Boston
Osbon Capital Management
47yrs
Top 1% by experience in Boston
UBS Financial Services
47yrs
Top 1% by experience in Boston