Ryan John Bass

Employer firm

Calidris Financial, LLC CRD 334935

$43.3M regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 10/2020
  Northwestern Mutual Life Insurance Company
  New York, NY
• 06/2003 → 11/2020
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 11/2020 → 05/2025
  Mml Investors Services, Llc
  Mt. Pleasant, SC
• 11/2020 → 07/2024
  Mass Mutual Life Insurance Company
  Mt. Pleasant, SC
• 05/2025 → Present
  Calidris Financial, Llc
  Charleston, SC
• 09/2013 → 11/2020
  Northwestern Mutual Investment Services, Llc;
  New York, NY
• 12/2020 → 05/2025
  Mml Investors Services
  Mt. Pleasant, SC

Previous Registrations

• 2020-12-01 → 2025-05-07
  Mml Investors Services, Llc
  New York, NY
  Charleston, SC
  Mt Pleasant, SC
  New York, NY
• 2013-09-06 → 2020-11-02
  Northwestern Mutual Investment Services, Llc
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Ryan J. Bass, receives insurance commission trails on previous sales of insurance products, does not have an active insurance license and does not currently sell any insurance products, no time devoted to this activity.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-29
• S63 Uniform Securities Agent State Law Examination
  2003-10-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ryan Bass