Ryan M. Landgraf

CLEAR BROOK ADVISORS

Boston, MA 02116

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CRD#: 7697822

Professional summary

Ryan Michael Landgraf is a registered financial advisor currently at CLEAR BROOK ADVISORS, INC. located in Boston, Massachusetts.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Landgraf'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

March 27, 2023 - Present

CLEAR BROOK ADVISORS, INC.

Office #1: 420 Boylston Street 5th Floor, Boston, MA 02116

RIA

CRD#: 132045

Boston, MA

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".

CLEAR BROOK ADVISORS, INC.

CRD#: 132045 / SEC#: 801-66918

RIA

Registered Investment Advisory firm - (6/20/2006 Approved)

New York

Registered Investment Advisory firm - (6/26/2006 Cancelled)

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

Massachusetts
(3/27/2023)

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: 12/5/2022

Uniform Investment Adviser Law Examination

Current Firm

CLEAR BROOK ADVISORS, INC.

CRD#: 132045 / SEC#: 801-66918

RIA

Registered Investment Advisory firm - (6/20/2006 Approved)

New York

Registered Investment Advisory firm - (6/26/2006 Cancelled)

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Contact information

Main Address

420 Boylston Street 5th Floor, Boston, MA 02116

Mailing Address

420 Boylston Street 5th Floor, Boston, MA 02116

Phone number

(617) 315-8979

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARBROOKADVISORS_PART2B_MARCH 2025 (3/21/2025)

CLEARBROOKADVISORS_PART2A_MARCH 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 867,100,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/28/2023	Cover Page	Report
03/30/2023	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.

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Ryan M. Landgraf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CLEAR BROOK ADVISORS, INC.

Primary Firm SEC Registration

CLEAR BROOK ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2022

Current Firm

CLEAR BROOK ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLEAR BROOK ADVISORS, INC.

TRUST BUT VERIFY

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