Ryan Paul Willette

Employer firm

Coston, Mcisaac & Shea Financial Advisors CRD 194515

$467M regulatory AUM 1,254 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• SELECTION OF ASSETS HELD AWAY FOR 401K

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2020
  Means Wealth Management
  Bangor, ME
• 01/2021 → Present
  Coston, Mcisaac And Shea Fa
  Bar Harbor, ME
• 06/2020 → 12/2020
  Little Flower Farm
  Surry, ME

Previous Registrations

• 2015-06-22 → 2020-05-20
  Means Wealth Management
  Bangor, ME
  Bangor, ME
• 2013-11-06 → 2015-01-26
  Wells Fargo Clearing Services, Llc
  Melville, NY
  Boston, MA
• 2010-10-18 → 2013-11-04
  U.S. Bancorp Investments, Inc.
  Chicago, IL
  Niles, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Hinsdale, IL
• 2008-03-19 → 2010-10-08
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-13
• S63 Uniform Securities Agent State Law Examination
  2005-12-12

Designations

• Certified Financial Planner