Ryan, Beck & Co., LLC. (Livingston)

Name: Ryan, Beck & Co., LLC.
Address: 220 South Orange Avenue, Livingston, NJ, 07039
Telephone: 973-597-6000

Ryan, Beck & Co., LLC. is a large advisory firm based in Livingston. It manages $692.76 million of regulatory assets for 2,347 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Florida, and 9 other states.

Ryan, Beck & Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ryan, Beck & Co.: assets under management

The assets under management (AUM) of Ryan, Beck & Co., LLC. is $692.76 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $174.33 million in discretionary accounts and $518.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $257.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $310.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ryan, Beck & Co., LLC. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ryan, Beck & Co., LLC.

Michael M Horn has been acting as President since 1 Jan 1986. Garry Joseph Stegeland joined the executive team most recently as the Senior Vice President & General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jack Richard Rosenthal	Executive v.p.	1 Mar 1963	Other	404709
Michael M Horn	Director	1 Jan 1986	Other	1469525
Leonard J Stanley	Senior v.p., cfo, cao	1 Jan 1997	Other	2564540
Matthew Robert Naula	Executive v.p.	1 Feb 1997	Other	345238
Jay Suskind	Executive v.p.	1 Feb 1997	Other	2171144
Craig Stephen Eckenthal	Executive v.p.	1 Jun 1997	Other	707811
Ben Alan Plotkin	Chairman and ceo, director	1 Jun 1998	Other	1692122
Inc. Bank Atlantic Bancorp	Shareholder	1 Jun 1998	75% - 100%	65-0507804
Robert M Berson	President, coo, general counsel	1 Nov 2000	Other	20337
John Nelson Wyllys	Executive v.p., manager of private client group	1 Feb 2001	Other	830609
John Marcelliano	Senior v.p., corporate secretary	1 Feb 2001	Other	3025676
Melissa Joseph Schultz	Executive v.p., institutional sales research & syndicate	1 Feb 2001	Other	1155034
Paul Garry Hines	Director	1 Aug 2001	Other	xxx-xx-xxxx
John Richter Pellegrino	Director of compliance	1 Apr 2002	Other	826719
Garry Joseph Stegeland	Senior vice president & general counsel	1 Aug 2002	Other	1881270

Based in Livingston

The principal office where Ryan, Beck & Co., LLC. performs its advisory services is located at 220 South Orange Avenue, Livingston, NJ 07039, which is also the mailing address of the firm. An additional office of the firm is in Hewlett, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-597-6000 or by fax 973-597-6409. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ryanbeck.com/.