Michael Ryan (CRD# 2255532) is an Investment Advisor Representative working at Marshall & Sterling Wealth Advisors, Inc. in Kingston, NY and has over 31 years of experience in the finance industry. Michael Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
CRD# 2067075
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marshall & Sterling Wealth Advisors, Inc. | Poughkeepsie, NY | Jan 2016 - Current | 8 |
| Lpl Financial LLC | Poughkeepsie, NY | Jan 2016 - Current | 8 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Jan 2016 | 2 |
| Valley Group, Inc. | Kingston, NY | Apr 1987 - Jan 2016 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- NY
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Total Assets Under Management664MILLIONS
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Total Number of Accounts1,484ACCOUNTS
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Average Account Value$447,373
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, NC, NJ, NY, PA, SC, TX, VI
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