Ryan Dennehy
CRD Number: 6545712Current Firm: California Financial Advisors
Compensation Model: Fee Only
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maloon, Powers, Pitre & Higgins, LLC | San Ramon, CA | Mar 2022 - Current | 2 |
| Maloon, Powers, Pitre & Higgins, LLC | San Ramon, CA | Jan 2017 - Current | 7 |
| Calpoly State University | San Luis Obispo, CA | Sep 2012 - Dec 2016 | 4 |
| Maloon, Powers, Pitre & Higgins, LLC | San Ramon, CA | Jun 2016 - Sep 2016 | < 1 |
| Maloon, Powers, Pitre & Higgins, LLC | San Ramon, CA | Jun 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CA
-
Total Assets Under Management1,739MILLIONS
-
Total Number of Accounts1,490ACCOUNTS
-
Average Account Value$1,167,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, FL, GA, HI, ID, NC, NJ, NV, NY, OK, OR, PA, TX, UT, VA, WA
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