Ryan Tracy
Financial advisor at Appleton Partners Inc/ma · Boston, MA
Last updated 2026-10-10
Claim your profileRyan Tracy is a financial advisor at Appleton Partners Inc/ma in Boston, MA, CRD 5606773. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-02-18.
Registration
- CRD number
- 5606773
- Registration status
- Active
- IAPD registration
- 2022-02-18
- Industry Experience
- 4 years
- Work Experience
- 15 years
- States registered
- MA
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-10 to 2025-04 · Appleton Partners, Inc. · Boston, MA
- 2025-04 to Present · Appleton Partners, Inc. · Boston, MA
Current employment
- Appleton Partners, Inc. · Boston, MA
Appleton Partners Inc/ma
- Regulatory AUM
- $12,552,053,767
- Registered advisors
- 31
- Offices
- 2
- Clients per advisor
- 197.2 (High)
- Average AUM per client
- $2.1M (Low)
- High-net-worth client ratio
- 7.2% (Low)
Appleton Partners Inc/ma: advisors, services and reported ETF investments
About
Ryan Tracy is a financial advisor at Appleton Partners, Inc., operating as Appleton Partners Inc/ma in Boston, MA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 15 years of reported work history.
Appleton Partners Inc/ma's firm-level Form ADV reports 31 advisors across 2 offices; approximately 197.2 clients per advisor, average assets per client of $2,053,674, and regulatory AUM of $12.6B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, State or municipal government entities, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $429.3K across 108 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Tracy personally.
Reported ETF positions
Appleton Partners Inc/ma reports 108 ETF positions worth $429.3K on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHX — Schwab U.S. Large-Cap ETF | $54.8K |
| XLE — State Street Energy Select Sector SPDR ETF | $29K |
| SCHF — Schwab International Equity ETF | $24.7K |
| JPST — JPMorgan Ultra-Short Income ETF | $22.8K |
| IEMG — iShares Core MSCI Emerging Markets ETF | $22K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Appleton Partners Inc/ma's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $4.2K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $4.2K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $919 | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $22.8K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Appleton Partners Inc/ma on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Lawyer or Law Firm
Location
One Post Office Square, Boston, MA 02109
31 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 617-338-0700
- Website: appletonpartners.com
Official record
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