Michael Ryan
Michael Ryan is a CFP-designated registered investment advisor at Marshall + Sterling Wealth Advisors, INC., based in Kingston, NY, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,009 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marshall+Sterling's annual investment management fee, for clients not in the wrap fee program, varies between 0.50% and 1.80% of the value of your portfolio, charged quarterly in advance. Fees can be higher or lower in extraordinary circumstances. The firm may charge a fee at the higher end of the range for the momentum strategy.
Location
407 Hurley Avenue, Kingston, NY, 12401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates his LPL business through Marshall & Sterling Wealth Management and provides investment advisory services through Marshall & Sterling Wealth Advisors, spending full-time hours on these activities. He also sells non-variable insurance products and owns a vacation rental property, dedicating about 10% of his time to insurance sales and minimal time to the rental.
Employment History
Current Registrations
Marshall + Sterling Wealth Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations17 states
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