Ryan Paskin, financial advisor Santa Rosa CA

Ryan Paskin

CRD Number: 5873828
Current Firm: Paskin & Berler Capital Advisors, LLC

Ryan Paskin (CRD# 5873828) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Paskin Capital Advisors, LLC San Francisco, CA Feb 2012 - Current 12
City Of Merced Merced, CA Aug 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Ryan J. Paskin
Phone Number: 415-625-5480
Registered State(s):
  • CA
Current Firm Details
Paskin & Berler Capital Advisors, LLC
Firm's CRD Number: 160004
By the Numbers
  • Total Assets Under Management
    354
    MILLIONS
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $2,257,560
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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