Ryan Willette has been an investment adviser representative at Coston, McIsaac, and Partners since March 2021, and is not listed among the firm’s executive officers or direct owners.
Coston, McIsaac, and Partners Inc. is a Bar Harbor, ME firm with $467M under management, 1,254 clients and 11 advisers across 2 offices, as of its May 2026 filing.
Ryan Willette’s longest registration is the current one, 5 years at Coston, McIsaac, and Partners since 2021. Before joining Coston, McIsaac, and Partners in 2021, Ryan Willette was registered through Means Wealth Management and Wells Fargo Advisors, LLC.
- – present · 5 yearsBar Harbor, ME · Adviser representative · Firm CRD 194515
- Means Wealth Management– · 4 yearsBangor, ME · Adviser representative · Firm CRD 2748
- Wells Fargo Advisors, LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 19616
- U.S. Bancorp Investments, Inc.– · 3 yearsChicago, IL · Adviser representative · Firm CRD 17868
- Chase Investment Services Corp.– · 2 yearsChicago, IL · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Ryan Willette is registered as an investment adviser representative in Maine, since March 2021.
- MaineSince 11 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 March 2008 |
| Series 7 | General Securities Representative Examination | 9 February 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 December 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 December 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ryan Paul Willette
- CRD
- 5056955
- Firm
- Coston, McIsaac, and Partners · CRD 194515
- Office
- 38 RODICK STREET-SUITE B, Bar Harbor, ME 04609-1806
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Willette work?
Ryan Willette is an investment adviser representative registered through Coston, McIsaac, and Partners Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Willette a financial advisor?
Yes. Ryan Willette has a current investment-adviser registration in Maine, through Coston, McIsaac, and Partners since March 2021.
How many years of experience does Ryan Willette have?
Ryan Willette has 19 years in the financial industry, since February 2007, across 5 adviser firms.
What exams has Ryan Willette passed?
Ryan Willette has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in December 2005. FINRA credited Ryan Willette with the SIE, which began in October 2018.
Where did Ryan Willette work before Coston, McIsaac, and Partners?
Before Coston, McIsaac, and Partners, Ryan Willette was registered through Means Wealth Management, June 2015 to May 2020; Wells Fargo Advisors, LLC, November 2013 to January 2015; U.S. Bancorp Investments, Inc., October 2010 to November 2013; Chase Investment Services Corp., March 2008 to October 2010.
Where is Ryan Willette based?
Ryan Willette’s registered office is in Bar Harbor, ME.
Is Ryan Willette registered with FINRA?
No. Ryan Willette has no current broker registration.
How can I verify Ryan Willette’s record?
Search CRD 5056955 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Willette’s full registration record.