Ryan W. Callas

GREENHOUSE WEALTH MANAGEMENT

Westport, CT 06880

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CRD#: 5543680

Professional summary

Ryan W Callas, CFP® is a registered financial advisor currently at GREENHOUSE WEALTH MANAGEMENT, LLC located in Westport, Connecticut.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 W Callas'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

June 21, 2016 - Present

GREENHOUSE WEALTH MANAGEMENT, LLC

Office #1: 8 Wright Street Suite 107, Westport, CT 06880

RIA

CRD#: 283763

Westport, CT

Past

September 22, 2009 - June 3, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FAIRFIELD, CT

Past

November 4, 2008 - May 31, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FAIRFIELD, CT

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".

GREENHOUSE WEALTH MANAGEMENT, LLC

GREENHOUSE WEALTH MANAGEMENT | GREENHOUSE WEALTH MANAGEMENT, LLC

CRD#: 283763 / SEC#: 801-114887

RIA

Registered Investment Advisory firm - (3/22/2019 Approved)

Connecticut

Registered Investment Advisory firm - (4/10/2019 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

Connecticut
(6/21/2016)

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: 8/5/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/30/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/2008

General Securities Representative Examination

Current Firm

GREENHOUSE WEALTH MANAGEMENT, LLC

GREENHOUSE WEALTH MANAGEMENT | GREENHOUSE WEALTH MANAGEMENT, LLC

CRD#: 283763 / SEC#: 801-114887

RIA

Registered Investment Advisory firm - (3/22/2019 Approved)

Connecticut

Registered Investment Advisory firm - (4/10/2019 Terminated)

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Contact information

Main Address

8 Wright Street Suite 107, Westport, CT 06880

Mailing Address

Phone number

(203) 561-5002

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREENHOUSE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (1/17/2025)

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 261,159,038

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 W. Callas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan W Callas's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

GREENHOUSE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2009

Series 63

Date: 1/30/2009

SIE

Date: 5/31/2016

Series 7

Date: 11/3/2008

Current Firm

GREENHOUSE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENHOUSE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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