Ryan Cole, financial advisor San Francisco CA

Ryan Cole

CRD Number: 6062869
Current Firm: Citrine Capital
Compensation Model: Fee Only

Ryan Cole (CRD# 6062869) is an Fee Only Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER™ working at Citrine Capital, LLC in San Francisco, CA. Ryan has over 6 years of experience in the finance industry. 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
Citrine Capital, LLC San Francisco, CA Apr 2014 - Current 6
Ameritas Investment Corp Lincoln, NE May 2012 - May 2014 2
Ameritas Life Insurance Corp Lincoln, NE May 2012 - May 2014 2
Self-employed San Francisco, CA Jun 2008 - Apr 2012 3
University Of San Francisco San Francisco, CA Feb 2009 - Feb 2011 2
Club One Fitness/jewish Community Center San Francisco, CA Dec 2007 - Jun 2009 1
Bryn Athyn College Bryn Athyn, PA Mar 2007 - Jun 2007 < 1
Academy Of The New Church Elementary School Bryn Athyn, PA Mar 2007 - Jun 2007 < 1
Academy Of The New Church High School Bryn Athyn, PA Oct 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Ryan S. Cole
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $467,906
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC

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