Ryan B. Greiser
OPULUS
Doylestown, PA 18901
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CRD#: 6073404
Professional summary
Ryan Barry Greiser, CFP® is a registered financial advisor currently at OPULUS located in Doylestown, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Small Business Planning
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Millennials
Professional Athletes or Enter...
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.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | OPULUS LLC | POSITION HELD: AGENT | ADDRESS: 122 OAK LEAF LANE, DOYLESTOWN, PA 18901 | START DATE: 05/2019 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS
2) RENTAL PROPERTY OWNER;
DBA NAME: NONE;
INVESTMENT RELATED: NO;
ADDRESS: 4530 RITCHIE STREET
PHILADELPHIA, PA 19127;
NATURE OF OBA: RENTAL PROPERTY OWNER;
POSITION, TITLE, RELATIONSHIP: PROPRIETOR/OWNER;
START DATE OF OBA: 12/2014;
# HOURS/MONTH: <10;
# HOURS/MONTH DURING TRADING: <10;
DESCRIBE DUTIES: RENT OUT PROPERTY TO TENANTS.
3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: P&I FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 122 OAK LEAF LANE, DOYLESTOWN, PA 18901 | START DATE: 1/19/2018 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Barry Greiser'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®
CFP®
Start date: 2019
Experience
Current
August 16, 2019 - Present
OPULUS
Office #1: 16 North Franklin Street Suite 302, Doylestown, PA 18901RIA
CRD#: 304763
Doylestown, PA
Past
October 22, 2015 - August 19, 2019
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
NEWARK, DE
Past
July 21, 2015 - August 19, 2019
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
NEWARK, DE
Past
June 18, 2012 - August 11, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
KING OF PRUSSIA, PA
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
Florida(8/7/2023)
IAR
New Jersey(5/8/2020)
IAR
Pennsylvania(8/21/2019)
IAR
Texas(8/16/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OPULUS
OPULUS | OPULUS LLC
CRD#: 304763 / SEC#:
Florida
Registered Investment Advisory firm - (8/7/2023 Approved)New Jersey
Registered Investment Advisory firm - (5/8/2020 Approved)North Carolina
Registered Investment Advisory firm - (8/27/2025 Approved)Pennsylvania
Registered Investment Advisory firm - (8/21/2019 Approved)Texas
Registered Investment Advisory firm - (7/23/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16 North Franklin Street Suite 302, Doylestown, PA 18901
Mailing Address
Phone number
(215) 859-8095
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 320 |
| AUM (Assets Under Management) | $ 55,083,124 |
Red Flags
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