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William Ryan

Investment adviser representative at Fox Hill Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$290.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Fox Hill Wealth ManagementMay 2022 to now
  2. Beck Bode Wealth Management, LLCJan 2017 to now
  3. Ryan Financial StrategiesSep 2011 to now
  4. Metlife Securities Inc.Jan 2015 to Jan 2017
  5. New England SecuritiesOct 2011 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (MA).

Fox Hill Wealth Management

$290.2MAssets managed
410Clients
7Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5133848
Firm CRD
321881
Advisor's SEC record (opens in a new tab)
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