Unclaimed Profile

Michael Sean Ryan

MICHAEL S RYAN, INC.·LATHAM, New York

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record21 years registeredMICHAEL S RYAN, INC.

930 ALBANY SHAKER ROAD, LATHAM, NY 12110CRD# 2212989Firm CRD# 288654

Profile Verification

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

Identity

Michael Sean Ryan · LATHAM, NY

Registration

CRD #2212989 · MICHAEL S RYAN, INC. · 21 years registered

Brand Profile

Not yet started

Career History

MARATHON MISSION, INC.

Aug 2017 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Aug 2017

ALBANY, NY

RAYMOND JAMES FINANCIAL SERVICES

Jul 2005 – Jan 2009

ALBANY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · July 28, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MICHAEL S RYAN, INC.

CRD 288654 · SEC 801-110817

AUM

$130M

Regulatory assets under management

Employees

503 client accounts

Services offered by MICHAEL S RYAN, INC.

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 MICHAEL S RYAN, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Sean Ryan offer?

Michael Sean Ryan specializes in Financial Planning, Investment Management. Contact their office in LATHAM, New York for a consultation.

What are Michael Sean Ryan's credentials?

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

Where is Michael Sean Ryan located?

Michael Sean Ryan is based in LATHAM, New York, working with MICHAEL S RYAN, INC.. Their office serves clients in the LATHAM metropolitan area and surrounding communities.

How does Michael Sean Ryan charge for services?

Michael Sean Ryan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MICHAEL S RYAN, INC.?

MICHAEL S RYAN, INC. has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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