Michael S. Ryan

MARATHON MISSION

LATHAM, NY 12110

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CRD#: 2212989

Professional summary

Michael Sean Ryan, CFP® is a registered financial advisor currently at MARATHON MISSION, INC. located in Latham, New York.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Estate Planning

Retirement Planning

Tax Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sean Ryan's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

Experience

Current

August 8, 2017 - Present

MARATHON MISSION, INC.

Office #1: 930 Albany Shaker Road Ste 105 B, Latham, NY 12110

RIA

CRD#: 288654

LATHAM, NY

Past

January 2, 2009 - August 10, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ALBANY, NY

Past

July 28, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ALBANY, NY

Past

January 18, 2002 - August 10, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ALBANY, NY

Past

September 22, 1995 - January 18, 2002

AMERICAN INVESTMENT SERVICES, INC.

CRD#: 21111

OKLAHOMA CITY, OK

Past

October 15, 1992 - September 28, 1995

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

April 8, 1992 - June 26, 1992

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 8, 1992 - June 26, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

MARATHON MISSION, INC.

MARATHON MISSION | MICHAEL S RYAN, INC. | MICHAEL S RYAN, INC | MARATHON MISSION, INC. | MARATHON MISSION WEALTH MANAGEMENT

CRD#: 288654 / SEC#: 801-110817

RIA

Registered Investment Advisory firm - (7/21/2017 Approved)

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.

Highlighted states indicate IAR registrations

IAR

New York
(2/8/2021)

IAR

Texas
(8/8/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 11/8/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/4/1995

General Securities Principal Examination

Current Firm

MARATHON MISSION, INC.

MARATHON MISSION | MICHAEL S RYAN, INC. | MICHAEL S RYAN, INC | MARATHON MISSION, INC. | MARATHON MISSION WEALTH MANAGEMENT

CRD#: 288654 / SEC#: 801-110817

RIA

Registered Investment Advisory firm - (7/21/2017 Approved)

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Contact information

Main Address

930 Albany Shaker Road Ste 105 B, Latham, NY 12110

Mailing Address

Phone number

(518) 689-0773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARATHON MISSION, INC. (5/21/2025)

Regulatory assets under management

Total Number of Accounts	528
AUM (Assets Under Management)	$ 154,738,009

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael S. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sean Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERICAN INVESTMENT SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MARATHON MISSION, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/1999

Series 63

Date: 4/7/1992

SIE

Date: 8/10/2017

Series 7

Date: 4/6/1992

Series 51

Date: 11/8/2004

Series 24

Date: 2/4/1995

Current Firm

MARATHON MISSION, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARATHON MISSION, INC.

TRUST BUT VERIFY

Contact information

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