RC
Ryan C. Clair
THE RETIREMENT GUYS FORMULA
Sylvania, OH 43560
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CRD#: 6308478
RC
Professional summary
Ryan Charles Clair, who also goes by Ryan Clair, is a registered financial advisor currently at THE RETIREMENT GUYS FORMULA located in Sylvania, Ohio.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Clair
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.
Bull Moose Retirement; Insurance
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Charles Clair'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®
NoneExperience
Current
April 21, 2017 - Present
THE RETIREMENT GUYS FORMULA
Office #1: 5630 Main Street, Sylvania, OH 43560RIA
CRD#: 168561
Sylvania, OH
Past
May 30, 2017 - August 31, 2022
BLACKRIDGE ASSET MANAGEMENT, LLC
RIA
CRD#: 277085
Sylvania, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT GUYS FORMULA
AMERICA'S RETIREMENT HEADQUARTERS | THE RETIREMENT GUYS NETWORK | THE RETIREMENT GUYS FORMULA LLC | THE RETIREMENT GUYS FORMULA | RETIRE PITTSBURGH | EISERT WEALTH MANAGEMENT | BULL MOOSE RETIREMENT
CRD#: 168561 / SEC#: 801-119086
RIA
Registered Investment Advisory firm - (7/20/2020 Approved)Michigan
Registered Investment Advisory firm - (7/23/2020 Terminated)Ohio
Registered Investment Advisory firm - (7/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/24/2020 Terminated)South Carolina
Registered Investment Advisory firm - (7/22/2020 Terminated)Texas
Registered Investment Advisory firm - (7/22/2020 Terminated)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
Ohio(4/21/2017)
Current Firm
TR
THE RETIREMENT GUYS FORMULA
AMERICA'S RETIREMENT HEADQUARTERS | THE RETIREMENT GUYS NETWORK | THE RETIREMENT GUYS FORMULA LLC | THE RETIREMENT GUYS FORMULA | RETIRE PITTSBURGH | EISERT WEALTH MANAGEMENT | BULL MOOSE RETIREMENT
CRD#: 168561 / SEC#: 801-119086
RIA
Registered Investment Advisory firm - (7/20/2020 Approved)Michigan
Registered Investment Advisory firm - (7/23/2020 Terminated)Ohio
Registered Investment Advisory firm - (7/23/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/24/2020 Terminated)South Carolina
Registered Investment Advisory firm - (7/22/2020 Terminated)Texas
Registered Investment Advisory firm - (7/22/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Woodlands Drive, Maumee, OH 43537
Mailing Address
Phone number
(419) 842-0550
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991 |
| AUM (Assets Under Management) | $ 300,603,838 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
