Ryan A. Zelaski

WEALTHSPIRE RETIREMENT ADVISORY

Stephens City, VA

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CRD#: 5499086

Professional summary

Ryan Andrew Zelaski, who also goes by Ryan A Zelaski, is a registered financial advisor currently at WEALTHSPIRE RETIREMENT ADVISORY located in Stephens City, Virginia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan A Zelaski

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Zelaski'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

September 12, 2023 - Present

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

Stephens City, VA

Past

February 23, 2021 - July 12, 2023

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

ALISO VIEJO, CA

Past

November 2, 2017 - March 12, 2019

ONE TO ONE, LLC

RIA

CRD#: 284717

Winchester, VA

Past

October 21, 2014 - March 8, 2021

TFO WEALTH PARTNERS

RIA

CRD#: 124407

WINCHESTER, VA

Past

September 6, 2012 - September 18, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

Crozet, VA

Past

August 30, 2012 - September 18, 2014

FINANCIAL TELESIS INC

CRD#: 31012

Crozet, VA

Past

December 21, 2011 - August 17, 2012

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 106277

NEW YORK, NY

Past

October 20, 2011 - August 17, 2012

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIA

CRD#: 109355

BOSTON, MA

Past

October 19, 2011 - August 17, 2012

FEDERATED SECURITIES CORP.

RIA

CRD#: 5009

PITTSBURGH, PA

Past

October 19, 2011 - August 17, 2012

FEDERATED INVESTMENT COUNSELING

RIA

CRD#: 105325

PITTSBURGH, PA

Past

August 16, 2011 - August 17, 2012

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

Past

September 29, 2010 - August 2, 2011

PARK AVENUE SECURITIES LLC

CRD#: 46173

PITTSBURGH, PA

Past

March 12, 2008 - December 9, 2008

NEW ENGLAND SECURITIES

CRD#: 615

CHARLESTON, SC

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".

WEALTHSPIRE RETIREMENT ADVISORY

CRD#: 121254 / SEC#: 801-66107

RIA

Registered Investment Advisory firm - (1/31/2006 Approved)

California

Registered Investment Advisory firm - (2/9/2006 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

Maryland
(4/2/2024)

IAR

New York
(9/19/2024)

IAR

Oklahoma
(4/2/2024)

IAR

Virginia
(9/12/2023)

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: 10/17/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/8/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/28/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/7/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTHSPIRE RETIREMENT ADVISORY

CRD#: 121254 / SEC#: 801-66107

RIA

Registered Investment Advisory firm - (1/31/2006 Approved)

California

Registered Investment Advisory firm - (2/9/2006 Terminated)

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Contact information

Main Address

120 Vantis Suite 400, Aliso Viejo, CA 92656

Mailing Address

Phone number

(949) 460-9898

Established

Firm type

Fiscal year end

# of Employees

240

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NFP RETIREMENT (11/20/2025)

Regulatory assets under management

Total Number of Accounts	9,394
AUM (Assets Under Management)	$ 118,031,461,765

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 A. Zelaski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Zelaski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE RETIREMENT ADVISORY

ONE TO ONE, LLC

TFO WEALTH PARTNERS

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

FEDERATED SECURITIES CORP.

FEDERATED INVESTMENT COUNSELING

FEDERATED SECURITIES CORP.

PARK AVENUE SECURITIES LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

WEALTHSPIRE RETIREMENT ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2011

Series 63

Date: 3/8/2008

Series 7

Date: 9/28/2011

Series 6

Date: 3/7/2008

Current Firm

WEALTHSPIRE RETIREMENT ADVISORY

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHSPIRE RETIREMENT ADVISORY

TRUST BUT VERIFY

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