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RIA / WealthAdvisorCertified Financial Planner20 years in industry

RYAN PAUL WILLETTE

Advisor at COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

BAR HARBOR, ME

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Search this name across graphsid dfx:ria:47a1df85-580a-fd69-064e-58e7219d00cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 12, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 12, 2005
First registration: Mar 19, 2008
Dual registered: no
IAPD individual key: 5056955

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS	Independent wealth	Mar 11, 2021	n/a	yes	BAR HARBOR, ME	Current employment
MEANS WEALTH MANAGEMENT	Independent wealth	Jun 22, 2015	May 20, 2020	no	BANGOR, ME\|BANGOR, ME	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 6, 2013	Jan 26, 2015	no	MELVILLE, NY\|BOSTON, MA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Oct 18, 2010	Nov 4, 2013	no	Chicago, IL\|Niles, IL\|CHICAGO, IL\|CHICAGO, IL\|Chicago, IL\|Chicago, IL\|Chicago, IL\|HINSDALE, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 19, 2008	Oct 8, 2010	no	CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MEANS WEALTH MANAGEMENT	COSTON, MCISAAC & SHEA FINANCIAL ADVISORS	May 20, 2020	Mar 11, 2021	295	Firm change	RIA to RIA
WELLS FARGO ADVISORS	MEANS WEALTH MANAGEMENT	Jan 26, 2015	Jun 22, 2015	147	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO ADVISORS	Nov 4, 2013	Nov 6, 2013	2	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	U.S. BANCORP INVESTMENTS, INC.	Oct 8, 2010	Oct 18, 2010	10	Firm change	Other

Relationships

Registered with (5)

→ COSTON, MCISAAC & SHEA FINANCIAL ADVISORSRegistered adviserregistration: current employment
Mar 11, 2021 to presentfactForm ADV
→ MEANS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 22, 2015 to May 20, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2013 to Jan 26, 2015factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 18, 2010 to Nov 4, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 19, 2008 to Oct 8, 2010factForm ADV

Dated events

No dated event names this entity yet.