Catherine Ryan
Cedar Rock Investment Advisors · Leominster, Massachusetts
Catherine Ryan is a fee-only financial advisor at Cedar Rock Investment Advisors in Leominster, Massachusetts, who holds the CFA credential. Cedar Rock Investment Advisors reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cedar Rock Investment Advisors |
|---|---|
| Based in | Leominster, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $14.8M across 14 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2990811 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Catherine's firm compares
- Cedar Rock Investment Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Catherine
Is Catherine Ryan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Cedar Rock Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Cedar Rock Investment Advisors, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Catherine Ryan based?
Catherine Ryan is based in Leominster, Massachusetts.
What credentials does Catherine Ryan hold?
Catherine Ryan holds the CFA credential.
Is Catherine Ryan registered with the SEC?
Yes. Catherine Ryan is registered as an investment adviser representative in MA (CRD 2990811), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Rock Investment Advisors manage?
Cedar Rock Investment Advisors reports $14.8M across 14 accounts in assets under management.
How do I contact Catherine Ryan?
Contact details aren't on file yet. Search for Cedar Rock Investment Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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