Paul V. Ryan
FLAGSHIP WEALTH ADVISORS.
WAKEFIELD, MA 01880
Some features on this profile are disabled
CRD#: 1901854
Professional summary
Paul V Ryan JR, CFP®, who also goes by Paul VIncent Ryan Jr, Paul Vincent Ryan, is a registered financial advisor currently at FLAGSHIP WEALTH ADVISORS, LLC. located in Wakefield, Massachusetts and OSAIC WEALTH, INC. located in Wakefield, Massachusetts.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Paul has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Vincent Ryan Jr | Paul Vincent Ryan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NON-SECURITES INSURANCE; POSITION: OWNER; NATURE: SOLE PROPRIETORSHIP; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 1; START DATE: 10/15/1988; ADDRESS: 301 EDGEWATER PL STE 400, WAKEFIELD MA 01880; DESCRIPTION: TRADITIONAL INSURANCE SALES - INCLUDES FIXED LIFE AND LONG TERM CARE INSURANCE. 2) NOTARY PUBLIC; POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2003; ADDRESS: 301 Edgewater Pl Ste 400, Wakefield MA 01880; DESCRIPTION: Notary Public 3) FLAGSHIP WEALTH ADVISORS, LLC - IAR POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/04/2003 ADDRESS: 301 Edgewater Place, Suite 400, Wakefield MA 01880 DESCRIPTION: INVESTMENT ADVICE TO ADVISORY CLIENTS, MONITOR INVESTMENTS, FINANCIAL PLANNING SERVICES 4) FLAGSHIP WEALTH ADVISORS, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2018 ADDRESS: 301 Edgewater Pl Ste 400, Wakefield MA 01880, United States DESCRIPTION: FWA may, in its sole discretion, determine to provide tax preparation services as a courtesy to clients, FWA does not prepare estate planning documents.
CRS (Client Relationship Summary) - RIA
Click below to view Paul V Ryan JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
August 22, 2006 - Present
FLAGSHIP WEALTH ADVISORS, LLC.
Office #1: 301 Edgewater Place Suite 100, Wakefield, MA 01880RIA
CRD#: 131962
WAKEFIELD, MA
Current
October 30, 1992 - Present
OSAIC WEALTH, INC.
Office #1: 301 Edgewater Place Suite 400, Wakefield, MA 01880RIA
BD
CRD#: 23131
Wakefield, MA
Past
February 19, 2014 - June 25, 2018
WATERMILL ADVISORY SERVICES, INC.
RIA
CRD#: 116166
TUCSON, AZ
Past
January 12, 2007 - August 22, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SOUTH NATICK, MA
Past
November 16, 1994 - December 31, 1995
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
November 25, 1988 - November 13, 1992
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FLAGSHIP WEALTH ADVISORS, LLC.
FLAGSHIP ADVISORS LLC | FLAGSHIP WEALTH ADVISORS, LLC. | FLAGSHIP FINANCIAL ADVISORS, LLC
CRD#: 131962 / SEC#: 801-112001
RIA
Registered Investment Advisory firm - (11/2/2017 Approved)Arizona
Registered Investment Advisory firm - (11/6/2017 Terminated)Connecticut
Registered Investment Advisory firm - (11/6/2017 Terminated)Florida
Registered Investment Advisory firm - (11/6/2017 Terminated)Louisiana
Registered Investment Advisory firm - (11/8/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (11/6/2017 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2018 Terminated)New York
Registered Investment Advisory firm - (11/6/2017 Terminated)Texas
Registered Investment Advisory firm - (11/6/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/13/2003)
RR
Alaska(7/7/2000)
RR
Arizona(7/21/1997)
IAR
Arizona(5/12/2017)
RR
Arkansas(8/1/2005)
RR
California(7/18/1997)
RR
Colorado(8/3/1998)
RR
Connecticut(2/3/1997)
IAR
Connecticut(3/9/2016)
RR
Delaware(4/5/2012)
RR
District of Columbia(12/5/2016)
RR
Florida(10/30/1992)
RR
Georgia(7/7/2000)
RR
Hawaii(6/14/1999)
RR
Idaho(2/7/2005)
RR
Illinois(10/13/2016)
RR
Indiana(7/25/2000)
RR
Iowa(7/12/2000)
RR
Kansas(4/5/2012)
RR
Kentucky(9/16/2003)
RR
Louisiana(4/5/2012)
RR
Maine(5/19/1997)
RR
Maryland(5/11/1999)
RR
Massachusetts(10/30/1992)
IAR
Massachusetts(8/22/2006)
RR
Michigan(7/7/2000)
RR
Minnesota(7/10/2000)
RR
Mississippi(7/25/2000)
RR
Missouri(7/25/2000)
RR
Montana(11/18/2011)
RR
Nebraska(9/10/2007)
RR
Nevada(12/5/2016)
RR
New Hampshire(10/30/1992)
IAR
New Hampshire(11/16/2017)
RR
New Jersey(7/23/1997)
IAR
New Jersey(11/5/2015)
RR
New Mexico(11/4/2008)
RR
New York(10/30/1992)
RR
North Carolina(1/24/2014)
RR
North Dakota(1/7/2013)
RR
Ohio(7/10/2000)
RR
Oklahoma(7/18/1997)
RR
Oregon(3/1/2001)
RR
Pennsylvania(7/7/2000)
RR
Rhode Island(2/9/1998)
RR
South Carolina(7/25/2000)
RR
South Dakota(6/25/2007)
RR
Texas(7/7/2000)
IAR
Texas(4/20/2017)
RR
Utah(12/2/2008)
RR
Vermont(1/8/2015)
RR
Virginia(4/22/1999)
RR
Washington(4/21/1999)
RR
West Virginia(1/7/2013)
RR
Wisconsin(7/10/2000)
RR
Wyoming(12/17/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FLAGSHIP WEALTH ADVISORS, LLC.
FLAGSHIP ADVISORS LLC | FLAGSHIP WEALTH ADVISORS, LLC. | FLAGSHIP FINANCIAL ADVISORS, LLC
CRD#: 131962 / SEC#: 801-112001
RIA
Registered Investment Advisory firm - (11/2/2017 Approved)Arizona
Registered Investment Advisory firm - (11/6/2017 Terminated)Connecticut
Registered Investment Advisory firm - (11/6/2017 Terminated)Florida
Registered Investment Advisory firm - (11/6/2017 Terminated)Louisiana
Registered Investment Advisory firm - (11/8/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (11/6/2017 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2018 Terminated)New York
Registered Investment Advisory firm - (11/6/2017 Terminated)Texas
Registered Investment Advisory firm - (11/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
301 Edgewater Place Suite 400, Wakefield, MA 01880
Mailing Address
Phone number
(800) 631-9997
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 698 |
| AUM (Assets Under Management) | $ 607,544,183 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FLAGSHIP WEALTH ADVISORS, LLC.
CRD#: 131962Wakefield, MA 01880TRUST BUT VERIFY
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