Michael Ambrose Ryan
Investment adviser representative at Marshall + Sterling Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Marshall + Sterling Wealth Advisors, Inc.Aug 2021 to now
- LPL Financial LLCJan 2016 to now
- Marshall & Sterling Wealth Advisors, Inc.Jan 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NY).
Marshall + Sterling Wealth Advisors, Inc.
$1.6BAssets managed
902Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2255532
- Firm CRD
- 164345