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Advisors / Massachusetts / Needham
3yrs

Ryan Campbell

Financial advisor at Park Avenue Securities

Ryan Campbell is a fiduciary financial advisor in Needham, Massachusetts, with 3 years in the industry. Ryan joined Park Avenue Securities in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 266 advisors with offices in Needham, and one of 218 fiduciaries.

Needham, MA 02494Fiduciary advisor

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office160 Gould Street Suite 310, Needham, MA 02494
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing 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.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Park Avenue Securities at (888) 600-4667 and ask for Ryan Campbell. Ryan works from the Needham, MA office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2023, about 3 years. 3 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?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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