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RM

Ryan Mooney

SAYBRUS EQUITY SERVICES
CAMAS, WA
Some features on this profile are disabled
CRD#: 5941241
RM

Professional summary

Ryan Mooney, who also goes by Ryan M Mooney, is a registered financial professional currently at SAYBRUS EQUITY SERVICES, LLC located in Camas, Washington.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2012. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan M Mooney

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) LONERGAN MOONEY INC - TRUWEST 888 AIRPORT BLVD. BURLINGAME, CA 94010 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: EQUITY OWNER DUTIES: NO ACTIVE ROLE START DATE: 10/15/2020 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) ARG VENTURES LLC RENTAL PROPERTY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: MANAGEMENT OF RENTAL PROPERTY START DATE: 1/1/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan Mooney'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®
None

Experience

Current

June 9, 2022 - Present

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
CAMAS, WA
Past

October 8, 2020 - June 24, 2022

OSAIC FS, INC.

RIA
CRD#: 3870
BURLINGAME, CA
Past

October 8, 2020 - June 24, 2022

OSAIC FS, INC.

BD
CRD#: 3870
BURLINGAME, CA
Past

August 3, 2018 - October 5, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SACRAMENTO, CA
Past

July 30, 2018 - October 5, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SACRAMENTO, CA
Past

May 13, 2016 - July 24, 2018

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
SAN FRANCISCO, CA
Past

August 26, 2015 - July 24, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
SAN FRANCISCO, CA
Past

June 4, 2013 - August 21, 2015

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
WALNUT CREEK, CA
Past

March 9, 2012 - May 1, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN RAMON, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/9/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/25/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/8/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/10/2015
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SE
SAYBRUS EQUITY SERVICES, LLC
SAYBRUS EQUITY SERVICES, INC | SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319 / SEC#: , 8-68521

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One American Row, Hartford, CT 06102-5056
Mailing Address
P.o. Box 5056, Hartford, CT 06102-5056
Phone number
(860) 403-3100
Established
Delaware since 10/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SAYBRUS HOLDINGS, LLCPARENT COMPANY
ALI, AZIZVICE PRESIDENT5030560
CASSIDY, EDWARD WILLIAM JREXEC. VP / INTERNAL DIRECTOR1606787
COSTENBADER, WALTER RUSSELLFINOP1828345
HALPERIN, JEFFREY PAULINTERNAL DIRECTOR2899327
LOWE, MOIRA CRONANPRESIDENT / CEO / INTERNAL DIRECTOR4076427
MOORE, GIDEON CLOYESCHIEF LEGAL OFFICER7011735
SADOWSKI, ADAM MARKASSISTANT VICE PRESIDENT4578505
SIINO, KATHERINE MARYAVP & CHIEF COMPLIANCE OFFICER1666402
TOMKO, CHRISTINECFO, PFO, POO6989991
VIETRI, MICHAEL JOSEPHINTERNAL DIRECTOR1068983

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.

Company Information

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319Camas, WA

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