Ryan Bishop, financial advisor Palo Alto CA

Ryan Bishop

CRD Number: 7718823
Current Firm: Wealthfront Advisers LLC

Ryan Bishop (CRD# 7718823) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Wealthfront Brokerage LLC Palo Alto, CA Mar 2023 - Current 1
Purple Sage Pools And Spas LLC Flagstaff, AZ Feb 2022 - Mar 2023 1
Ryan Bishop , Sole Proprietor Of Pool Business Flagstaff, AZ Jun 2020 - Mar 2023 2
Watertech Pool Service & Repair Inc. Scottsdale, AZ Mar 2017 - Mar 2023 6
Kiona Ogle Lab Northern Arizona University Flagstaff, AZ Sep 2016 - Mar 2017 < 1
Northern Arizona University Flagstaff, AZ Aug 2014 - Dec 2016 2
Door Works Scottsdale, AZ Jun 2015 - Aug 2015 < 1
Northern Arizona University Flagstaff, AZ Aug 2014 - May 2015 < 1
Door Works Scottsdale, AZ Jan 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
Contact Info for Ryan Bishop
Phone Number: 855-695-8437
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    26,393
    MILLIONS
  • Total Number of Accounts
    478,733
    ACCOUNTS
  • Average Account Value
    $55,130
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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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