Ryan F Kiernan

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2017 → 08/2018
  Ubs Financial Services
  Saint Petersburg, FL
• 10/2021 → 02/2022
  Fidelity Investments
  Jacksonville, FL
• 08/2020 → 09/2021
  Raymond James Financial Services
  Winter Park, FL
• 02/2019 → 08/2020
  Raymond James Associates
  St Petersburg, FL
• 10/2018 → 12/2019
  Mml Investor Services
  Tampa, FL
• 08/2014 → 08/2017
  The University Of Tampa
  Tampa, FL
• 03/2022 → 06/2022
  Continuum Wealth Management
  Tampa, FL
• 10/2022 → 03/2023
  E*Trade Securities Llc
  Tampa, FL
• 06/2022 → 10/2022
  University Of Tampa
  Tampa, FL
• 03/2023 → 05/2024
  Morgan Stanley
  Tampa, FL
• 06/2024 → 11/2024
  Gt Securities, Inc.
  Tampa, FL
• 12/2024 → 01/2025
  Confidence Wealth Management
  Tampa, FL
• 01/2025 → 04/2025
  Linqto
  Tampa, FL
• 05/2025 → 08/2025
  Tkg Sales Llc
  Tampa, FL
• 09/2025 → 10/2025
  Farther
  Tampa, FL
• 08/2026 → Present
  Calton & Associates, Inc.
  Tampa, FL
• 09/2025 → 08/2026
  Ace Cpas
  Raleigh, NC

Previous Registrations

• 2025-09-02 → 2025-10-03
  Farther
  Tampa, FL
  San Francisco, CA
• 2024-12-09 → 2024-12-24
  Confidence Wealth Management, Inc.
  Tampa, FL
  Los Angeles, CA
• 2023-09-05 → 2024-05-16
  Morgan Stanley
  Tampa, FL
• 2022-11-30 → 2023-09-05
  Harrisdirect Llc
  Temple Terrace, FL
  Arlington, VA
• 2022-03-08 → 2022-06-09
  Northwestern Mutual Investment Services, Llc
  Tampa, FL
• 2021-12-20 → 2022-02-16
  Fidelity Personal And Workplace Advisors
  Tampa, FL
  Jacksonville, FL
• 2020-09-15 → 2021-10-08
  Raymond James Financial Services Advisors, Inc
  Winter Park, FL
• 2019-02-21 → 2020-08-24
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2018-10-24 → 2018-12-31
  Mml Investors Services, Llc
  Tampa, FL

Other Businesses

1.) Name of other business: The Kiernan Sales Group LLC; Is business Investment related: No; Address of other business: Tampa, FL; Nature of other business: Fractional Sales Consulting; Your position: Founder; Start date of relationship: 08/01/2024; Approx. # of hours /month devote to other business: 0; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Created a sales consulting business for go to market efforts of Start up companies. 2.) Name of other business: Kiernan Films; Is business Investment related: No; Address of other business: 23823 Malibu Road Ste 50-190 Malibu, CA 90265; Nature of other business: Film/Entertainment product company; Your position: Expert; Start date of relationship: 01/2021; Approx. # of hours /month devote to other business: 0; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Film Production and entertainment.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-12

Other Names

• Ryan Fitzpatrick Dreiling Kiernan
• Ryan Kiernan
• Ryan Fitzpatrick Kiernan
• Ryan Kiernan