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Clifford Patrick Ryan

ELDER PLANNING ADVISORS OF MAINE, INC.·SOUTH PORTLAND, Maine
Series 6, Series 7, Series 24, Series 63Clean record22 years registeredELDER PLANNING ADVISORS OF MAINE, INC.
1006 BROADWAY, SOUTH PORTLAND, ME 04106-4205CRD# 1218554Firm CRD# 120826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Patrick Ryan · SOUTH PORTLAND, ME
Registration
CRD #1218554 · ELDER PLANNING ADVISORS OF MAINE, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
May 2025 – present
OLD PORT ADVISORS
Sep 2021 – Jun 2025
St Petersburg, FL
ELDER PLANNING ADVISORS OF MAINE, INC.
Nov 2003 – Dec 2021
SOUTH PORTLAND, ME
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · November 18, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELDER PLANNING ADVISORS OF MAINE, INC.
CRD 120826 · SEC 801-63723
AUM
$29M
Regulatory assets under management
Employees
1
261 client accounts
Services offered by ELDER PLANNING ADVISORS OF MAINE, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELDER PLANNING ADVISORS OF MAINE, INC. →
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05

Frequently Asked Questions

What services does Clifford Patrick Ryan offer?
Clifford Patrick Ryan specializes in Financial Planning, Investment Management. Contact their office in SOUTH PORTLAND, Maine for a consultation.
What are Clifford Patrick Ryan's credentials?
Clifford Patrick Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Patrick Ryan located?
Clifford Patrick Ryan is based in SOUTH PORTLAND, Maine, working with ELDER PLANNING ADVISORS OF MAINE, INC.. Their office serves clients in the SOUTH PORTLAND metropolitan area and surrounding communities.
How does Clifford Patrick Ryan charge for services?
Clifford Patrick Ryan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELDER PLANNING ADVISORS OF MAINE, INC.?
ELDER PLANNING ADVISORS OF MAINE, INC. has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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