Ryan Schulte, financial advisor San Diego CA

Ryan Schulte

CRD Number: 5100838
Current Firm: Park Avenue Securities LLC

Ryan Schulte (CRD# 5100838) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 17 years of experience in the finance industry. Ryan Schulte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Company Gilbert, AZ Aug 2023 - Current < 1
Park Avenues Securities Gilbert, AZ Aug 2023 - Current < 1
Guardian Life Insurance Company San Diego, CA Oct 2021 - Current 2
Park Avenue Securities San Diego, CA Oct 2021 - Current 2
Park Avenue Securities Scottsdale, AZ Jan 2020 - Aug 2023 3
Guardian Life Insurance Scottsdale, AZ Jan 2020 - Aug 2023 3
Guardian Life Insurance La Jolla, CA Jul 2019 - Oct 2021 2
Park Avenue Securities La Jolla, CA Jul 2019 - Oct 2021 2
Guardian Life Insurance Company North Fork, CA Feb 2016 - Jul 2019 3
Park Avenue Securities LLC North Fork, CA Feb 2016 - Jul 2019 3
Guardian Life Insuranc Company Fresno, CA Nov 2014 - Sep 2016 1
Park Avenue Securities LLC Fresno, CA Nov 2014 - Sep 2016 1
Guardian Life Insurance Co Of America Irvine, CA Jul 2013 - Nov 2014 1
Park Avenue Securities LLC Irvine, CA Jul 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Ryan D. Schulte
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • DC
  • FL
  • GA
  • MI
  • MO
  • NE
  • NH
  • NY
  • SC
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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