Ryan A. Genor

CLS FINANCIAL ADVISORS

Portland, OR 97219-5292

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CRD#: 3130458

Professional summary

Ryan Alden Genor, who also goes by Ryan A Genor, is a registered financial advisor currently at CLS FINANCIAL ADVISORS, INC. located in Portland, Oregon.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ryan has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan A Genor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OBA: JESUIT HIGH SCHOOL; ADDRESS OF OBA: PORTLAND, OR 97225; NATURE: SKI TEAM COACH; INVESTMENT RELATED: NO; TITLE WITH OBA: SKI TEAM COACH; DUTIES: COACH HIGH SCHOOL SKI RACERS; START DATE: 12/01/2020; APPROX. NUMBER OF HOURS/MONTH: 32 (DECEMBER THROUGH MARCH); APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alden Genor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2015 - Present

CLS FINANCIAL ADVISORS, INC.

Office #1: 9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292

RIA

CRD#: 152892

Portland, OR

Past

December 16, 1998 - September 21, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLS FINANCIAL ADVISORS, INC.

CRD#: 152892 / SEC#: 801-127014

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

Oregon

Registered Investment Advisory firm - (1/9/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(3/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/17/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/10/1998

General Securities Representative Examination

Current Firm

CLS FINANCIAL ADVISORS, INC.

CRD#: 152892 / SEC#: 801-127014

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

Oregon

Registered Investment Advisory firm - (1/9/2023 Terminated)

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Contact information

Main Address

9700 Sw Capitol Hwy Suite 285, Portland, OR 97219-5292

Mailing Address

Phone number

(503) 244-8879

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

01 29 2025 CLS FORM ADV PART 2A AND 2B FINAL (1/29/2025)

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 166,718,581

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan A. Genor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alden Genor's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLS FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CLS FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/1999

Series 7

Date: 12/10/1998

Current Firm

CLS FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLS FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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