Unclaimed Profile

Paul V Ryan

FLAGSHIP WEALTH ADVISORS, LLC.·WAKEFIELD, Massachusetts

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record19 years registeredFLAGSHIP WEALTH ADVISORS, LLC.

301 EDGEWATER PLACE, WAKEFIELD, MA 01880CRD# 1901854Firm CRD# 131962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul V Ryan · WAKEFIELD, MA

Registration

CRD #1901854 · FLAGSHIP WEALTH ADVISORS, LLC. · 19 years registered

Brand Profile

Not yet started

Career History

FLAGSHIP WEALTH ADVISORS, LLC.

Aug 2006 – present

WATERMILL ADVISORY SERVICES, INC.

Feb 2014 – Jun 2018

TUCSON, AZ

OSAIC WEALTH, INC.

Jan 2007 – Aug 2024

SOUTH NATICK, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · August 22, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLAGSHIP WEALTH ADVISORS, LLC.

CRD 131962 · SEC 801-112001

AUM

$421M

Regulatory assets under management

Employees

666 client accounts

Services offered by FLAGSHIP WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FLAGSHIP WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Paul V Ryan offer?

Paul V Ryan specializes in Financial Planning, Investment Management. Contact their office in WAKEFIELD, Massachusetts for a consultation.

What are Paul V Ryan's credentials?

Paul V Ryan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul V Ryan located?

Paul V Ryan is based in WAKEFIELD, Massachusetts, working with FLAGSHIP WEALTH ADVISORS, LLC.. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.

How does Paul V Ryan charge for services?

Paul V 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 FLAGSHIP WEALTH ADVISORS, LLC.?

FLAGSHIP WEALTH ADVISORS, LLC. has approximately 7 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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