Ryan Luks, Cfp®

Ryan Luks, Cfp® Email and Phone Number

Senior Wealth Manager - Team Leader @ BNY Wealth
Melrose, MA, US
Ryan Luks, Cfp®'s Location
Somerville, Massachusetts, United States, United States
Ryan Luks, Cfp®'s Contact Details

Ryan Luks, Cfp® work email

Ryan Luks, Cfp® personal email

About Ryan Luks, Cfp®

Experienced Wealth Manager who has an expertise in fiduciary matters. Background in managing client accounts, handling fiduciary accounts and account administration.

Ryan Luks, Cfp®'s Current Company Details
BNY Wealth

Bny Wealth

View
Senior Wealth Manager - Team Leader
Melrose, MA, US
Website:
bny.com/pershing
Employees:
4221
Ryan Luks, Cfp® Work Experience Details
  • Bny Wealth
    Senior Wealth Manager - Team Leader
    Bny Wealth
    Melrose, Ma, Us
    View
  • Bny Wealth
    Senior Wealth Manager - Team Leader
    Bny Wealth Apr 2024 - Present
    View
  • Bny Mellon Wealth Management
    Senior Wealth Manager
    Bny Mellon Wealth Management May 2022 - Present
    Boston, Massachusetts, United States
    View
  • Bny Mellon Wealth Management
    Wealth Manager - Fiduciary Specialist
    Bny Mellon Wealth Management Mar 2017 - May 2022
    Greater Boston Area
    View
  • Bny Mellon Wealth Management
    Assistant Portfolio Manager
    Bny Mellon Wealth Management Jun 2013 - May 2017
    View
  • Bny Mellon Wealth Management
    Senior Portfolio Administrator
    Bny Mellon Wealth Management Jun 2011 - Jun 2013
    Boston
    View
  • Bny Mellon Wealth Management
    Portfolio Administrator
    Bny Mellon Wealth Management 2007 - Jun 2011
    Greater Boston Area
    View
  • The Bank Of New York Mellon
    Shareholder Services Representative
    The Bank Of New York Mellon 2007 - 2008

Ryan Luks, Cfp® Education Details

  • Northeastern University
    Northeastern University
    Business Management (Minor In Criminal Justice)
    View
  • Cannon Trust School
    Cannon Trust School
    Certified Trust And Financial Advisor
  • Bu Financial Planning
    Bu Financial Planning
  • Jp Stevens
    Jp Stevens

Frequently Asked Questions about Ryan Luks, Cfp®

What company does Ryan Luks, Cfp® work for?

Ryan Luks, Cfp® works for Bny Wealth

What is Ryan Luks, Cfp®'s role at the current company?

Ryan Luks, Cfp®'s current role is Senior Wealth Manager - Team Leader.

What is Ryan Luks, Cfp®'s email address?

Ryan Luks, Cfp®'s email address is ry****@****ail.com

What schools did Ryan Luks, Cfp® attend?

Ryan Luks, Cfp® attended Northeastern University, Cannon Trust School, Bu Financial Planning, Jp Stevens.

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