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Ryan Barry Greiser

Opulus

Doylestown, PA

CRD 6073404

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Employer firm

Opulus CRD 304763

$105M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • BUSINESS MANAGEMENT & CONSULTING SERVICES, ESTATE PLANNING ASSISTANCE

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

Current Employers
Opulus

16 North Franklin Street Suite 302, Doylestown, PA 18901 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-28
FL RA APPROVED 2025-10-01
NJ RA APPROVED 2025-10-01
PA RA APPROVED 2019-08-21
TX RA APPROVED 2019-08-16
  • NY RA
    APPROVED
    Since 2025-11-28
  • FL RA
    APPROVED
    Since 2025-10-01
  • NJ RA
    APPROVED
    Since 2025-10-01
  • PA RA
    APPROVED
    Since 2019-08-21
  • TX RA
    APPROVED
    Since 2019-08-16

Branch Locations

16 North Franklin Street Suite 302, Doylestown, PA 18901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Life Insurance Co Horsham PA 07/2015 05/2019
Hornor Townsend & Kent Inc Horsham PA 07/2015 08/2019
Opulus Llc Doylestown PA 05/2019 Present
  • 07/2015 → 05/2019
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 07/2015 → 08/2019
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 05/2019 → Present
    Opulus Llc
    Doylestown, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-07
S63 Uniform Securities Agent State Law Examination 2012-06-30
  • S65 Uniform Investment Adviser Law Examination
    2015-10-07
  • S63 Uniform Securities Agent State Law Examination
    2012-06-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

MICHAEL ALAN HALVORSEN
Joseph Michael Bates
PAUL HARRISON KRUMENACKER

Nearby Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA

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