Ryan D. Sant

QRIA

Saint George, UT

Some features on this profile are disabled

CRD#: 6496124

Professional summary

Ryan D Sant, CFP®, who also goes by Ryan David Sant, is a registered financial advisor currently at QRIA, INC. located in Saint George, Utah.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Ryan David Sant

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.

Other business: Sant Capital LLC (not investment-related). Address: 1397 Lake Cir, Saint George, UT 84790. Nature of business: a management/holding company for Ryan Sant's non-securities business interests; it manages his FedEx Ground delivery route operation (conducted through RouteRunner Ohio Inc) and is the entity that contracts with QRIA, Inc. Position/relationship: President and owner. Start date of relationship: 01/2025. Approximate hours per month: 10; hours during securities trading hours: minimal/incidental. Duties: general management and administration of the route operation and of the contracting entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan D Sant'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^®

CRD#: 8032

LYNNWOOD, WA

Past

September 11, 2015 - August 24, 2017

EDWARD JONES

RIA

CRD#: 250

STANWOOD, WA

Past

July 3, 2015 - August 24, 2017

EDWARD JONES

CRD#: 250

STANWOOD, WA

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

California
(8/18/2026)

IAR

Colorado
(8/18/2026)

IAR

Texas
(8/18/2026)

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

State Security Law Exam

IAR

Series 66

Date: 7/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2015

General Securities Representative Examination

Current Firm

QRIA, INC.

CHRISTIAN RAMSEY | QRIA, INC.

CRD#: 324506 / SEC#:

Arizona

Registered Investment Advisory firm - (5/23/2023 Approved)

California

Registered Investment Advisory firm - (7/7/2023 Approved)

Colorado

Registered Investment Advisory firm - (1/3/2024 Approved)

Texas

Registered Investment Advisory firm - (3/18/2026 Conditional Restricted)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Colorado Springs, CO

Mailing Address

102 S Tejon St Suite 1100, Colorado Springs, CO 80904

Phone number

(916) 233-6010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 18,000,000

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan D. Sant

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan D Sant's CRS (Customer Relationship Summary).

Certified licenses

Experience

QRIA, INC.

WEALTH REFINED

PREMIER WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2015

Current Firm

QRIA, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QRIA, INC.

TRUST BUT VERIFY

Similar Advisors