Ryan Geary

RESOLUTE WEALTH ADVISOR

Findlay, OH 45840

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CRD#: 6751854

Professional summary

Ryan Geary, who also goes by Ryan Jeffrey Geary, is a registered financial advisor currently at RESOLUTE WEALTH ADVISOR, INC. located in Findlay, 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, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Jeffrey Geary

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.

[Rental Property; Will be renting other side of duplex.; 1209 Cherry St. Fremont, OH 43420; Start Date 04/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [G & J Northwest Rentals, LLC; Rental Property; 1209 Cherry St. Fremont, OH 43420; Start Date 01/2017; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

September 30, 2022 - Present

RESOLUTE WEALTH ADVISOR, INC.

Office #1: 1100 East Main Cross Street Suite 157, Findlay, OH 45840

RIA

CRD#: 290349

Findlay, OH

Past

October 5, 2017 - June 3, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

FREMONT, 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".

RESOLUTE WEALTH ADVISOR, INC.

RESOLUTE WEALTH ADVISOR, INC. | WEALSPIRE STRATEGIES INC.

CRD#: 290349 / SEC#: 801-112074

RIA

Registered Investment Advisory firm - (11/27/2017 Approved)

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
(9/30/2022)

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 65

Date: 9/29/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/5/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RESOLUTE WEALTH ADVISOR, INC.

RESOLUTE WEALTH ADVISOR, INC. | WEALSPIRE STRATEGIES INC.

CRD#: 290349 / SEC#: 801-112074

RIA

Registered Investment Advisory firm - (11/27/2017 Approved)

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Contact information

Main Address

1100 East Main Cross Street Suite 157, Findlay, OH 45840

Mailing Address

Phone number

(419) 422-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 258,423,654

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.

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Ryan Geary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RESOLUTE WEALTH ADVISOR, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

RESOLUTE WEALTH ADVISOR, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2022

Series 63

Date: 9/3/2021

SIE

Date: 10/1/2018

Series 6

Date: 10/5/2017

Current Firm

RESOLUTE WEALTH ADVISOR, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESOLUTE WEALTH ADVISOR, INC.

TRUST BUT VERIFY

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