RG
Ryan Greenway
BEAR MOUNTAIN CAPITAL
SEATTLE, WA 98107
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CRD#: 6408158
RG
Professional summary
Ryan Greenway is a registered financial advisor currently at BEAR MOUNTAIN CAPITAL INC. located in Seattle, Washington.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 1 firm and has passed the Series 65 exam.
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.
* NAME OF BUSINESS: RNG TAX CO., INC. DBA: GREENWAY & COMPANY PS
* THIS BUSINESS IS NOT INVESTMENT-RELATED
* 1455 NW LEARY WAY STE 400 SEATTLE, WA 98107
* SHAREHOLDER, CPA
* OCTOBER 2009 WAS THE START DATE WITH THE COMPANY
* APPROXIMATELY 160 HOURS PER MONTH SPENT ON TAX RELATED WORK MATTERS
* MOST OF THESE HOURS ARE LIKELY PERFORMED DURING TRADING HOURS
* DUTIES OF THE BUSINESS INCLUDE TAX RETURN COMPLIANCE, CONSULTING AND PLANNING MATTERS
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Greenway'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
December 23, 2014 - Present
BEAR MOUNTAIN CAPITAL INC.
Office #1: 1455 Nw Leary Way, Ste 400, Seattle, WA 98107RIA
CRD#: 151151
SEATTLE, WA
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".
BM
BEAR MOUNTAIN CAPITAL INC.
BEAR MOUNTAIN CAPITAL | BEAR MOUNTAIN CAPITAL MANAGEMENT, INC. | BEAR MOUNTAIN CAPITAL INC.
CRD#: 151151 / SEC#: 801-113478
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)California
Registered Investment Advisory firm - (7/22/2018 Terminated)Texas
Registered Investment Advisory firm - (6/22/2018 Terminated)Washington
Registered Investment Advisory firm - (7/22/2018 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
Washington(12/23/2014)
Current Firm
BM
BEAR MOUNTAIN CAPITAL INC.
BEAR MOUNTAIN CAPITAL | BEAR MOUNTAIN CAPITAL MANAGEMENT, INC. | BEAR MOUNTAIN CAPITAL INC.
CRD#: 151151 / SEC#: 801-113478
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)California
Registered Investment Advisory firm - (7/22/2018 Terminated)Texas
Registered Investment Advisory firm - (6/22/2018 Terminated)Washington
Registered Investment Advisory firm - (7/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2001 6th Avenue Ste. 2401, Seattle, WA 98121
Mailing Address
Phone number
(206) 420-3713
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 921 |
| AUM (Assets Under Management) | $ 309,736,038 |
Red Flags
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