Ryan J. Bass

CALIDRIS FINANCIAL

CHARLESTON, SC 29403

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CRD#: 4656770

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

Are you a "fiduciary"?

Yes

Aliases

Ryan Bass

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.

Ryan J. Bass, receives insurance commission trails on previous sales of insurance products, does not have an active insurance license and does not currently sell any insurance products, no time devoted to this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan John Bass's 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®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

Experience

Current

May 7, 2025 - Present

CALIDRIS FINANCIAL, LLC

Office #1: 677 King Street Floor 3, Charleston, SC 29403

RIA

CRD#: 334935

CHARLESTON, SC

Past

December 1, 2020 - May 7, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CHARLESTON, SC

Past

November 6, 2020 - May 7, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHARLESTON, SC

Past

September 6, 2013 - November 2, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

NEW YORK, NY

Past

June 18, 2003 - November 2, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NEW YORK, NY

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

Connecticut
(7/29/2025)

IAR

New York
(5/9/2025)

IAR

South Carolina
(5/7/2025)

IAR

Texas
(8/14/2025)

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: 8/29/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/6/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CALIDRIS FINANCIAL, LLC

CRD#: 334935 / SEC#:

Connecticut

Registered Investment Advisory firm - (7/29/2025 Approved)

New York

Registered Investment Advisory firm - (5/9/2025 Approved)

South Carolina

Registered Investment Advisory firm - (5/7/2025 Approved)

Texas

Registered Investment Advisory firm - (7/25/2025 Conditional Restricted)

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Contact information

Main Address

677 King Street Floor 3, Charleston, SC 29403

Mailing Address

Phone number

(917) 451-3141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Ryan J. Bass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan John Bass's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALIDRIS FINANCIAL, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2013

Series 63

Date: 10/6/2003

SIE

Date: 10/1/2018

Series 7

Date: 6/30/2005

Series 6

Date: 6/16/2003

Current Firm

CALIDRIS FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

CALIDRIS FINANCIAL, LLC

TRUST BUT VERIFY

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