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RB

Ryan S. Belfiore

CETERA INVESTMENT ADVISERS LLC
SEMINOLE, FL 33772
Some features on this profile are disabled
CRD#: 7490751
RB

Professional summary

Ryan S Belfiore, who also goes by Ryan S Belfiore, Ryan Stephen Belfiore, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Seminole, Florida and CETERA INVESTMENT SERVICES LLC located in Seminole, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ryan has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan S Belfiore | Ryan Stephen Belfiore

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.
Florida Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 01/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Advisors. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 01/2022. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. Trinity Wealth Securities. Investment Related. Tampa, FL 33364. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Securities Related Activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan S Belfiore'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

May 4, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 7800 113th St N, Seminole, FL 33772
RIA
CRD#: 105644
SEMINOLE, FL
Current

April 20, 2023 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 7800 113th St N, Seminole, FL 33772
BD
CRD#: 15340
Seminole, FL
Past

May 27, 2022 - April 21, 2023

TD PRIVATE CLIENT WEALTH LLC

RIA
CRD#: 164484
Sarasota, FL
Past

May 26, 2022 - April 21, 2023

TD PRIVATE CLIENT WEALTH LLC

BD
CRD#: 164484
Tampa, FL
Past

March 21, 2022 - May 16, 2022

TRINITY WEALTH SECURITIES, L.L.C.

BD
CRD#: 104348
Tampa, FL
Past

January 27, 2022 - May 16, 2022

FLORIDA FINANCIAL ADVISORS, LLC

RIA
CRD#: 288811
Tampa, FL

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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/20/2023)
RR
Florida
(4/20/2023)
IAR
Florida
(5/4/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 4/14/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/16/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report
11/18/2022
Cover Page
Report

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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Seminole, FL 33772

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