Ryan J. Halleran
Professional summary
Ryan James Halleran was a registered financial advisor .
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ryan had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 25, 2026 - Present
January 9, 2026 - July 7, 2026
GENSPHERE PRIVATE WEALTH, LLC
July 23, 2021 - January 9, 2026
D.A. DAVIDSON & CO.
July 23, 2021 - January 9, 2026
D.A. DAVIDSON & CO.
May 11, 2020 - July 1, 2021
PARCION PRIVATE WEALTH LLC
March 2, 2018 - November 6, 2019
UBS FINANCIAL SERVICES INC.
March 2, 2018 - November 6, 2019
UBS FINANCIAL SERVICES INC.
October 17, 2012 - January 31, 2018
WELLS FARGO CLEARING SERVICES, LLC
October 2, 2012 - January 31, 2018
WELLS FARGO CLEARING SERVICES, LLC
September 23, 2011 - October 18, 2012
MORGAN STANLEY
August 25, 2011 - October 18, 2012
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2026)
Exams
Current firm
No current employment
Red Flags
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