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RH

Ryan J. Halleran

GENSPHERE PRIVATE WEALTH
Sammamish, WA
Some features on this profile are disabled
CRD#: 5953094
RH

Professional summary

Ryan James Halleran is a registered financial advisor currently at GENSPHERE PRIVATE WEALTH, LLC located in Sammamish, Washington.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ryan has worked at 6 firms and has passed the Series 66, 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 James Halleran'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

January 9, 2026 - Present

GENSPHERE PRIVATE WEALTH, LLC

RIA
CRD#: 338624
Sammamish, WA
Past

July 23, 2021 - January 9, 2026

D.A. DAVIDSON & CO.

RIA
CRD#: 199
SEATTLE, WA
Past

July 23, 2021 - January 9, 2026

D.A. DAVIDSON & CO.

BD
CRD#: 199
SEATTLE, WA
Past

May 11, 2020 - July 1, 2021

PARCION PRIVATE WEALTH LLC

RIA
CRD#: 305115
BELLEVUE, WA
Past

March 2, 2018 - November 6, 2019

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BELLEVUE, WA
Past

March 2, 2018 - November 6, 2019

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BELLEVUE, WA
Past

October 17, 2012 - January 31, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SCOTTSDALE, AZ
Past

October 2, 2012 - January 31, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SCOTTSDALE, AZ
Past

September 23, 2011 - October 18, 2012

MORGAN STANLEY

RIA
CRD#: 149777
SCOTTSDALE, AZ
Past

August 25, 2011 - October 18, 2012

MORGAN STANLEY

BD
CRD#: 149777
SCOTTSDALE, AZ

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
Washington
(1/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2011
General Securities Representative Examination

Current Firm

GP
GENSPHERE PRIVATE WEALTH, LLC
GENSPHERE PRIVATE WEALTH, LLC

CRD#: 338624 / SEC#:

Washington
Registered Investment Advisory firm - (12/10/2025 Approved)
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Contact information

Main Address
Gig Harbor, WA
Mailing Address
Phone number
(253) 225-2755
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

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

GENSPHERE PRIVATE WEALTH, LLC

CRD#: 338624Sammamish, WA

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