Ryan Patrick Degrau

Employer firm

Rmr Wealth Builders, Inc. CRD 169005

$2.89B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 08/2012 → 01/2023
  Calton & Associates, Inc
  Montclair, NJ
• 06/2008 → 12/2022
  Rmr Wealth Builders, Inc
  Montclair, NJ
• 01/2023 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2012-08-31 → 2023-01-02
  Calton & Associates, Inc.
  Montclair, NJ
• 2009-11-02 → 2012-09-05
  Cetera Wealth Services, Llc
  Teaneck, NJ

Other Businesses

1) Name of Business: HR Ease. Non-Investment related. Address: 3706 Palma Ceia Ct, Tampa, FL 33602. Nature of Business: Benefit Administration Platform. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: This is a benefit administration platform that assists companies in navigating employee benefit administration and decision making. I will be a director and assisting in decision making and furthering development of the company. 2) Name of Business: From Tessa With Love Foundation. Non-Investment related. Address: 10 Main Street, Suite 322, Woodbridge, NJ 07093. Nature of Business: Non-Profit Foundation. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Director to provide leadership and direction with respect to the mission and vision of the foundation. 3) Name of Business: Benefit Reflection, Inc. Investment related. Address: 3706 Palma Ceia Ct., Tampa, FL 33629. Nature of Business: Board of Director of holding company that has majority ownership stake in HR Ease LLC. Position/Title/Relationship: Director. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Non-compensated member of the Board of Directors for HR Ease LLC holding company. 4) Name of Business: Wealth Builders Ventures OC, LLC. Investment related. Address: 251 Little Falls Drive C/O Corporation Service Company Wilmington, DE 19808. Nature of the business: LLC formed for an investment in Orange Comet. Position/Tilte/Relationship: Member / Owner. Start Date: 04/20/2022 . Hours per month: less than 5 hours per month and less than 5 during trading hours. Duties/Responsibilities: Managing member of the LLC. No products or services offered. LLC is formed as a holding company for the Orange Comet investment. 5) Name of Business: Community Resources of Staten Island. Non-investment related. Address: 3450 Victory Blvd., Staten Island, NY 10314. Nature of the business: Private, not-for-profit, Voluntary, multi-service Agency. Position/Tilte/Relationship: Board Member. Start Date: 04/25/2025. Hours per month: less than 10 hours per month and less than 10 during trading hours. Duties/Responsibilities: Board Member responsible for overseeing the operations of group homes and programs for disabled persons on Staten Island.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-23

Designations

• Certified Financial Planner

Other Names

• Ryan Degrau