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Christopher Ryan Harris

AIF®
CLEARVIEW FINANCIAL
RICHMOND, VA
·CRD# 5968328·15 years experience

Professional Summary

Christopher Ryan Harris, AIF®, who also goes by C. Ryan Harris, Ryan Harris, is a registered financial advisor currently at CLEARVIEW FINANCIAL located in Richmond, Virginia. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

C. Ryan Harris, Ryan Harris

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

15 years in the financial services industry

Current & Past Employments

CLEARVIEW FINANCIAL·CRD# 282690
RIA
5000 Monument Avenue Suite 100, Richmond, VA 23230
May 18, 2016 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
Glen Allen, VA
October 20, 2011 - February 4, 2016

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Current Firm

CF
CLEARVIEW FINANCIAL

CLEARVIEW FINANCIAL | CLEARVIEW FINANCIAL, LLC

CRD#: 282690
North Carolina
Registered Investment Advisory firm - North Carolina (1/29/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (1/23/2018 Conditional Restricted)
Virginia
Registered Investment Advisory firm - Virginia (2/12/2016 Approved)

Contact Information

Main Address

5000 Monument Avenue Suite 100, Richmond, VA 23230

Phone Number

(804) 869-9541

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

322

AUM (Assets Under Management)

$102,649,704

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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.

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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
North Carolina
(2/23/2021)
IAR
Texas
(1/25/2018)
IAR
Virginia
(5/18/2016)

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 65 — Uniform Investment Adviser Law Examination

Passed May 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2016About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2011About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Ryan Harris's CRS (Customer Relationship Summary).

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