AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RD

Ryan Patrick Degrau

AIF®, CFP®
RMR WEALTH BUILDERS
MONTCLAIR, NJ
·CRD# 5562538·18 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Degrau

Blog Corner

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
View profile
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2016

Years of Experience

18 years in the financial services industry

Current & Past Employments

RMR WEALTH BUILDERS, INC.·CRD# 169005
RIA
111 Grove Street Suite 203, Montclair, NJ 07042
October 31, 2014 - Present
CALTON & ASSOCIATES, INC.·CRD# 20999
RIA
Montclair, NJ
August 31, 2012 - January 2, 2023
CALTON & ASSOCIATES, INC.·CRD# 20999
BD
Montclair, NJ
August 31, 2012 - January 2, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Teaneck, NJ
November 2, 2009 - September 5, 2012
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Teaneck, NJ
August 22, 2008 - September 5, 2012

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

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 - SEC (10/14/2014 Approved)

Contact Information

Main Address

111 Grove Street Suite 203, Montclair, NJ 07042

Phone Number

(201) 836-2460

# of Employees

64

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (4/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,069

AUM (Assets Under Management)

$2,885,624,988

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

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 - SEC (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.
IAR
New Jersey
(10/31/2014)
IAR
Texas
(10/31/2014)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2008About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Nov 2011About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Apr 2011About the Series 24 exam

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Degrau's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Elizabeth Katz Miller
Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD#
Richard Gaspare Dragotta
Richard Gaspare Dragotta

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
Sungmin Park
Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FLORHAM PARK, NJ · CRD#
Anthony J. Macagna
Anthony J. Macagna

LPL FINANCIAL LLC

PARAMUS, NJ · CRD#
RD
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required