Ryan Paul Willette
Investment adviser representative at Coston, Mcisaac & Shea Financial Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$466.9MFirm assets
Are you Ryan Paul Willette? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Coston, Mcisaac & Shea Financial AdvisorsMar 2021 to now
- Coston, Mcisaac and Shea FaJan 2021 to now
- Little Flower FarmJun 2020 to Dec 2020
- Means Wealth ManagementJun 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (ME).
Coston, Mcisaac & Shea Financial Advisors
Legal name: Coston, Mcisaac, and Partners Inc.
$466.9MAssets managed
1,254Clients
10Advisers
11 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
- 5056955
- Firm CRD
- 194515