Michael Ryan (CRD# 2212989) is an Investment Advisor Representative working at Marathon Mission in Latham, NY and has over 32 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# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Michael S. Ryan, Inc. Dba Marathon Mission Wealth Management | Albany, NY | Jan 2003 - Current | 21 |
Raymond James Financial Services Advisors, Inc. | Albany, NY | Jan 2009 - Aug 2017 | 8 |
Raymond James Financial Services | Albany, NY | Jan 2002 - Aug 2017 | 15 |
Insurance - Non Variable | Albany, NY | Jul 2006 - Jan 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1992 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NY
- TX
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$258,931
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NH, NY, TX
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