Ryan A. Bolanos

RISKBRIDGE ADVISORS

Norwalk, CT 06851

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CRD#: 6758003

Professional summary

Ryan Alexander Bolanos is a registered financial advisor currently at RISKBRIDGE ADVISORS, LLC located in Norwalk, Connecticut.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alexander Bolanos'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

October 1, 2025 - Present

RISKBRIDGE ADVISORS, LLC

Office #1: 401 Merritt 7 Ph, Norwalk, CT 06851

RIA

CRD#: 310396

Norwalk, CT

Past

June 18, 2020 - July 23, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Austin, TX

Past

September 13, 2017 - August 27, 2018

LPL FINANCIAL LLC

CRD#: 6413

HATTIESBURG, MS

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".

RISKBRIDGE ADVISORS, LLC

FINLEY DAVIS PRIVATE WEALTH | RISKBRIDGE PRIVATE WEALTH | RISKBRIDGE ADVISORS, LLC | RISKBRIDGE

CRD#: 310396 / SEC#: 801-119715

RIA

Registered Investment Advisory firm - (10/30/2020 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

Connecticut
(10/1/2025)

IAR

Florida
(10/14/2025)

IAR

New York
(10/14/2025)

IAR

North Dakota
(10/22/2025)

IAR

Oregon
(10/14/2025)

IAR

Texas
(10/1/2025)

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: 9/30/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2017

General Securities Representative Examination

Current Firm

RISKBRIDGE ADVISORS, LLC

FINLEY DAVIS PRIVATE WEALTH | RISKBRIDGE PRIVATE WEALTH | RISKBRIDGE ADVISORS, LLC | RISKBRIDGE

CRD#: 310396 / SEC#: 801-119715

RIA

Registered Investment Advisory firm - (10/30/2020 Approved)

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Contact information

Main Address

401 Merritt 7 Ph, Norwalk, CT 06851

Mailing Address

Phone number

(203) 658-6055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (MARCH 2025) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	205
AUM (Assets Under Management)	$ 833,821,631

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 A. Bolanos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

RISKBRIDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2025

Series 63

Date: 1/25/2021

SIE

Date: 8/27/2018

Series 7

Date: 9/13/2017

Current Firm

RISKBRIDGE ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RISKBRIDGE ADVISORS, LLC

TRUST BUT VERIFY

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