RD
Ryan P. Degrau
RMR WEALTH BUILDERS
Montclair, NJ 07042
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CRD#: 5562538
RD
Professional summary
Ryan Patrick Degrau, AIF®, CFP®, who also goes by Ryan Degrau, is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Montclair, New Jersey.
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, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Degrau
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.
1) Name of Business: HR Ease. Non-Investment related. Address: 3706 Palma Ceia Ct, Tampa, FL 33602. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: This is a benefit administration platform that assists companies in navigating employee benefit administration and decision making. I will be a director and assisting in decision making and furthering development of the company. 2) Name of Business: From Tessa With Love Foundation. Non-Investment related. Address: 10 Main Street, Suite 322, Woodbridge, NJ 07093. Nature of Business: Non-Profit Foundation. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Director to provide leadership and direction with respect to the mission and vision of the foundation. 3) Name of Business: Benefit Reflection, Inc. Investment related. Address: 3706 Palma Ceia Ct., Tampa, FL 33629. Nature of Business: Board of Director of holding company that has majority ownership stake in HR Ease LLC. Position/Title/Relationship: Director. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Non-compensated member of the Board of Directors for HR Ease LLC holding company. 4) Name of Business: Wealth Builders Ventures OC, LLC. Investment related. Address: 251 Little Falls Drive C/O Corporation Service Company Wilmington, DE 19808. Nature of the business: LLC formed for an investment in Orange Comet. Position/Tilte/Relationship: Member / Owner. Start Date: 04/20/2022 . Hours per month: less than 5 hours per month and less than 5 during trading hours. Duties/Responsibilities: Managing member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment. 5) Name of Business: Community Resources of Staten Island. Non-investment related. Address: 3450 Victory Blvd., Staten Island, NY 10314. Nature of the business: Private, not-for-profit, Voluntary, multi-service Agency. Position/Tilte/Relationship: Board Member. Start Date: 04/25/2025. Hours per month: less than 10 hours per month and less than 10 during trading hours. Duties/Responsibilities: Board Member responsible for overseeing the operations of group homes and programs for disabled persons on Staten Island.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Degrau'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®
Start date: 2016
Experience
Current
October 31, 2014 - Present
RMR WEALTH BUILDERS, INC.
Office #1: 111 Grove Street Suite 203, Montclair, NJ 07042RIA
CRD#: 169005
Montclair, NJ
Past
August 31, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Montclair, NJ
Past
August 31, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Montclair, NJ
Past
November 2, 2009 - September 5, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
TEANECK, NJ
Past
August 22, 2008 - September 5, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
TEANECK, NJ
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".
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)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
New Jersey(10/31/2014)
IAR
Texas(10/31/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
RW
RMR WEALTH BUILDERS, INC.
RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.
CRD#: 169005 / SEC#: 801-80404
RIA
Registered Investment Advisory firm - (10/14/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 Grove Street Suite 203, Montclair, NJ 07042
Mailing Address
Phone number
(201) 836-2460
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,428 |
| AUM (Assets Under Management) | $ 2,199,565,329 |
Red Flags
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