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Ryan Bass

Portside Wealth Group, LLC

Brookyn, NY

Provo, UT

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Current Employers
Portside Wealth Group, Llc

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-24
TX RA APPROVED_RES 2025-04-24
AZ RA APPROVED 2023-05-05
  • NY RA
    APPROVED
    Since 2026-02-24
  • TX RA
    APPROVED_RES
    Since 2025-04-24
  • AZ RA
    APPROVED
    Since 2023-05-05

Branch Locations

Brookyn, NY • United States

3507 N University Ave Suite 150, Provo, UT 84604 • 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
Massmutual Life Insurance Company Scottsdale AZ 11/2020 05/2022
Mml Investors Services Llc Scottsdale AZ 12/2021 05/2022
Oc Pup Scouts Newport Beach CA 01/2020 03/2020
University Of Arizona Tucson AZ 06/2015 12/2019
Unemployment Scottsdale AZ 04/2020 08/2020
Townsquare Capital Provo UT 05/2022 06/2023
Portside Wealth Group Provo UT 04/2023 Present
  • 11/2020 → 05/2022
    Massmutual Life Insurance Company
    Scottsdale, AZ
  • 12/2021 → 05/2022
    Mml Investors Services Llc
    Scottsdale, AZ
  • 01/2020 → 03/2020
    Oc Pup Scouts
    Newport Beach, CA
  • 06/2015 → 12/2019
    University Of Arizona
    Tucson, AZ
  • 04/2020 → 08/2020
    Unemployment
    Scottsdale, AZ
  • 05/2022 → 06/2023
    Townsquare Capital
    Provo, UT
  • 04/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
Other Businesses

1. SELF; Suncrest Advisors LLC,; Fixed Insurance, Financial Planning Contracting. 75% of Income 160 HRS A MONTH DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-25
Other Names
  • Ryan Bass
  • Ryan David Bass

View on SEC IAPD

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