Ryan
Gibbs

Claris Financial, LLC

CRD#5181610
Investment Advisor
in Midlothian, VA

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About this Advisor

Ryan Gibbs is a financial advisor based in Midlothian, Virginia, working with Claris Financial, LLC. Ryan has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Clearview Financial, LLC D.B.A Clearview Financial, Triad Advisors, and Claris Financial, LLC. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Ryan is part of Claris Financial, LLC, which operates out of Midlothian, Virginia. The firm has one office and eight employees. The firm manages assets totaling $231.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as educational seminars. The fee structure at Claris Financial, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2900 Polo Parkway Suite 103
Midlothian, VA 23113

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Claris Financial, LLC Brokerage Details

Total Assets Under Management

$231,893,337

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

1,030

VA Average: 1,458
Average Account Size

$225,139

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Ryan Gibbs Work History

2019 - Present (5 years)

Claris Financial, LLC

2019 - 2022 (3 years)

Triad Advisors

2015 - 2016 (1 year)

Clearview Financial, LLC D.B.A Clearview Financial

2009 - 2019 (10 years)

Nylife Securities LLC

2009 - 2019 (10 years)

New York Life Insurance Company

Disclosures

Please visit the SEC profile of Ryan Gibbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Claris Financial, LLC

Daniel Murphy
Glen Allen, VA
Aaron Gibbs
Glen Allen, VA
Christopher Farver
Glen Allen, VA
Ryan Gibbs
Midlothian, VA
John Paxton
Glen Allen, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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