Ryan P. Willette

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

BAR HARBOR, ME 04609-1806

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CRD#: 5056955

Professional summary

Ryan Paul Willette, CFP® is a registered financial advisor currently at COSTON, MCISAAC & SHEA FINANCIAL ADVISORS located in Bar Harbor, Maine.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

Little Flower Farm LLC co-owner, flower and specialty produce.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Paul Willette'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: 2020

Experience

Current

March 11, 2021 - Present

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Office #1: 38 Rodick Street-suite B, Bar Harbor, ME 04609-1806

RIA

CRD#: 194515

BAR HARBOR, ME

Past

June 22, 2015 - May 20, 2020

MEANS WEALTH MANAGEMENT

RIA

CRD#: 2748

BANGOR, ME

Past

June 8, 2015 - February 5, 2019

MEANS WEALTH MANAGEMENT

CRD#: 2748

BANGOR, ME

Past

November 6, 2013 - January 26, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOSTON, MA

Past

November 1, 2013 - January 26, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOSTON, MA

Past

October 18, 2010 - November 4, 2013

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

CHICAGO, IL

Past

October 18, 2010 - November 4, 2013

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

CHICAGO, IL

Past

March 19, 2008 - October 8, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CHICAGO, IL

Past

December 5, 2005 - October 8, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

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".

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS | COSTON, MCISAAC, AND PARTNERS INC.

CRD#: 194515 / SEC#: 801-96330

RIA

Registered Investment Advisory firm - (5/26/2015 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

Maine
(3/11/2021)

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: 3/13/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/2/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS | COSTON, MCISAAC, AND PARTNERS INC.

CRD#: 194515 / SEC#: 801-96330

RIA

Registered Investment Advisory firm - (5/26/2015 Approved)

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Contact information

Main Address

38 Rodick Street-suite B, Bar Harbor, ME 04609-1806

Mailing Address

Phone number

(207) 288-4747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JUNE 18, 2025 BROCHURE (6/23/2025)

Regulatory assets under management

Total Number of Accounts	1,513
AUM (Assets Under Management)	$ 405,676,340

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.

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Advisor Monitoring

Firm Stability Insights

Ryan P. Willette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Paul Willette's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEANS WEALTH MANAGEMENT

MEANS WEALTH MANAGEMENT

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2008

Series 63

Date: 12/12/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/9/2008

Series 6

Date: 12/2/2005

Current Firm

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

TRUST BUT VERIFY

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