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Paul V Ryan Jr

Investment Adviser Representative at FLAGSHIP WEALTH ADVISORS, LLC.

Wakefield, MACRD #1901854Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
50 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 50 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/1995
Series 63
Uniform Securities Agent State Law Examination
Passed 12/2/1988
Series 52
Municipal Securities Representative Examination
Passed 9/25/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/22/1993
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/23/1988
Series 53
Municipal Securities Principal Examination
Passed 3/10/2003
Series 4
Registered Options Principal Examination
Passed 10/24/2002
Series 24
General Securities Principal Examination
Passed 7/14/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Flagship Wealth Advisors, LLC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FLAGSHIP WEALTH ADVISORS, LLC.Current
8/22/2006 – Wakefield, MA
OSAIC WEALTH, INC.
1/12/2007 – 8/22/2024South Natick, MA
WATERMILL ADVISORY SERVICES, INC.
2/19/2014 – 6/25/2018Tucson, AZ

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FLAGSHIP WEALTH ADVISORS, LLC.

8 other advisors in the directory

Susan N. Big
Investment Adviser Representative
Dual-registered
Michael Bergeron
Investment Adviser Representative
Investment Adviser Rep
Scott Louis Facchetti
Investment Adviser Representative
Dual-registered
Karl L. Hambrecht
Investment Adviser Representative
Dual-registered
Richard Paul Joyal Jr
Investment Adviser Representative
Investment Adviser Rep
Donald Alde Joyal
Investment Adviser Representative
Investment Adviser Rep
Barbara Nan Reed
Investment Adviser Representative
Dual-registered
Stephen Michael Stabile
Investment Adviser Representative
Investment Adviser Rep
View FLAGSHIP WEALTH ADVISORS, LLC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul V Ryan Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Paul V Ryan Jr - Financial Advisor in Wakefield, MA | AdvisorFinder