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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RS

Ryan T. Stoller

MPM WEALTH ADVISORS
Holland, OH 43528-8623
Some features on this profile are disabled
CRD#: 7223811
RS

Professional summary

Ryan Thomas Stoller, who also goes by Ryan Stoller, is a registered financial advisor currently at MPM WEALTH ADVISORS located in Holland, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Stoller

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 Ryan Thomas Stoller'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®
None

Experience

Current

January 7, 2026 - Present

MPM WEALTH ADVISORS

Office #1: 7429 International Drive Suite A, Holland, OH 43528-8623
RIA
CRD#: 104926
Holland, OH
Past

September 9, 2024 - December 26, 2025

SJS INVESTMENT SERVICES

RIA
CRD#: 107219
SYLVANIA, OH
Past

October 6, 2022 - February 16, 2023

GATEWAY WEALTH PARTNERS, LLC

RIA
CRD#: 322789
Van Wert, OH
Past

June 26, 2020 - October 25, 2022

ADVISORS' PRIDE INC.

RIA
CRD#: 170669
Van Wert, OH
Past

March 10, 2020 - October 31, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
VAN WERT, OH

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".
MW
MPM WEALTH ADVISORS
MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA
Registered Investment Advisory firm - (11/17/1995 Approved)
Florida
Registered Investment Advisory firm - (3/21/2003 Cancelled)

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
Ohio
(1/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/17/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/30/2020
Securities Industry Essentials Examination

Current Firm

MW
MPM WEALTH ADVISORS
MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA
Registered Investment Advisory firm - (11/17/1995 Approved)
Florida
Registered Investment Advisory firm - (3/21/2003 Cancelled)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7429 International Drive Suite A, Holland, OH 43528-8623
Mailing Address
Phone number
(419) 861-1400
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MPM WEALTH ADVISORS - FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts2,435
AUM (Assets Under Management)$ 888,866,554

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.

Company Information

MPM WEALTH ADVISORS

CRD#: 104926Holland, OH 43528-8623

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