Ryan Douglas Gibbs

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 12/2009 → 10/2019
  Nylife Securities Llc
  Glen Allen, VA
• 12/2009 → 10/2019
  New York Life Insurance Company
  Glen Allen, VA
• 07/2015 → 09/2016
  Clearview Financial, Llc D.B.A Clearview Financial
  Glen Allen, VA
• 10/2019 → 10/2022
  Triad Advisors
  Norcross, GA
• 10/2019 → 06/2026
  Claris Financial, Llc
  Glen Allen, VA
• 06/2026 → Present
  Savvy
  Midlothian, VA

Previous Registrations

• 2019-11-08 → 2026-06-29
  Claris Financial, Llc
  Midlothian, VA
  Glen Allen, VA

Other Businesses

1) Palladian Asset Management, Investment Related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, serves as the DBA entity for work at Savvy, Wealth Manager, 06/30/2026, same hours as role at Savvy -this is the DBA for this role. 2) RDG Financial Services, LLC, investment related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, personal LLC for the receipt of payments, 06/11/2026, a personal LLC for payment.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-12
• S63 Uniform Securities Agent State Law Examination
  2006-08-01