Ryan J. Bass
Professional summary
Ryan John Bass, CFP®, ChFC®, who also goes by Ryan Bass, is a registered financial advisor currently at CALIDRIS FINANCIAL, LLC located in Charleston, South Carolina.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan John Bass's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2025 - Present
CALIDRIS FINANCIAL, LLC
Office #1: 677 King Street Floor 3, Charleston, SC 29403December 1, 2020 - May 7, 2025
MML INVESTORS SERVICES, LLC
November 6, 2020 - May 7, 2025
MML INVESTORS SERVICES, LLC
September 6, 2013 - November 2, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
June 18, 2003 - November 2, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2025)
(11/28/2025)
(5/9/2025)
(5/7/2025)
(8/14/2025)
Exams
Current Firm
CALIDRIS FINANCIAL, LLC
CRD#: 334935 / SEC#:
Contact information
Red Flags
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