Ryan R Claar

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 11/2009 → 09/2021
  Charles Schwab & Co., Inc
  Harrisburg, PA
• 11/2009 → 09/2021
  Charles Schwab Bank
  Harrisburg, PA
• 10/2021 → 04/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  State College, PA
• 10/2021 → 04/2024
  Tiaa
  State College, PA
• 06/2026 → Present
  Gwn Securities
  Palm Beach Gardens, FL
• 04/2024 → 06/2026
  Ryan Claar
  Hollidaysburg, PA

Previous Registrations

• 2021-11-01 → 2024-05-02
  Tiaa-Cref Individual & Institutional Services, Llc
  State College, PA
• 2016-03-04 → 2021-10-05
  Charles Schwab & Co., Inc.
  Allentown, PA
  Camp Hill, PA
  Phoenix, AZ
  Camp Hill, PA

Other Businesses

Business name: Kades-Margolis, Business Address: 2900 Plank Rd. Altoona PA 16601, Position Held: Financial Advisor, Expected annual income: 45000, Compensation Type: Commissions, Hours Per Month: 160, Hours Per Month Trading: unknown, Involvement status: ACTIVE, Start: 2026-07-01, Activity description: Financial Advisor for Kades Margolis, Investment Related?: Yes, Will this activity interfere with or compromise your responsibilities as a registered representative?: No, Is there an expectation to solicit other ownership or raise capital?: No, Is there a web presence?: Yes, Is there check-writing, trading authority/custody or control?: Yes, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): A.A.M.S

Exams

• S66 Uniform Combined State Law Examination
  2016-03-04
• S63 Uniform Securities Agent State Law Examination
  2010-03-12

Other Names

• Ryan Richard Claar
• Ryan Richard Claar
• Ryan R Claar