Ryan Masse

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2019 → 06/2022
  Edward Jones
  St Louis, MO
• 04/2009 → 09/2019
  Faith Ministries Inc.
  New Milford, CT
• 04/2009 → 10/2019
  Self-Employed
  Waterbury, CT
• 07/2022 → Present
  Crossroads Community Cathedral
  Manchester, CT
• 07/2022 → 07/2022
  Captain Hale Financial
  Coventry, CT
• 07/2022 → 09/2025
  Avantax Investment Services Inc.
  Coventry, CT
• 07/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Coventry, CT
• 07/2022 → 09/2025
  Avantax Advisory Services
  Coventry, CT
• 07/2022 → Present
  Captain Hale Financial
  Coventry, CT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Coventry, CT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-07-07 → 2025-09-05
  Avantax Advisory Services
  Coventry, CT
  Hebron, CT
  Dallas, TX
  Manchester, CT
• 2019-12-16 → 2022-06-29
  Edward Jones
  Manchester, CT
  St Louis, MO
  Hebron, CT
  Hebron, CT

Other Businesses

1) CAPTAIN HALE FINANCIAL POSITION: Financial Advisor NATURE: Captain Hale offers a wide range of financial services. Including Investment management, Family Risk Management, Cash flow and Debt management, retirement planning, education planning, business planning, legacy planning and Special Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 48 START DATE: 07/11/2022; ADDRESS: 1776 Boston Turnpike, Coventry CT 06238, United States; DESCRIPTION: 1. Market new client business2. Service existing client accounts3. Create Financial Plans4. Manage Portfolios5. Write Insurance Business6. Buy and Sell Securities 2) CROSSROADS COMMUNITY CATHEDRAL; POSITION: Worship Director NATURE: Crossroads Community Cathedral is a church & non-profit organization. They serve the community by providing worship services through out the week. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 07/01/2022; ADDRESS: 366 Spencer St, Manchester CT 06040, United States; DESCRIPTION: 1. Conduct music for Weekend Worship Services2. Conduct music for Special Events3.Provide Ministerial Services to the church members4. Train Volunteers to use music and sound equipment5. Train Volunteers to participate in the music portion of the services 3) CHURCH AUDIO CONSULTING POSITION: Consultant NATURE: Churches call me to come and assess their current sound system and make recommendations on improving it. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/30/2024 ADDRESS: 16 Hebron LDG, Hebron CT 06248, United States DESCRIPTION: Visit the location and diagnose any problems, make adjustments to the mixing board. If necessary, recommend the proper equipment and help them program the equipment.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-14

Other Names

• Ryan Thomas Masse
• Ryan T Masse