David Ryan (CRD# 1086370) is an Investment Advisor Representative working at M2 Capital Advisors in Valencia, CA and has over 26 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M2 Financial LLC | Valencia, CA | Feb 2018 - Current | 6 |
| Zuma Canyon Partners LLC | Malibu, CA | Sep 2017 - Current | 6 |
| Israel A. Englander & Company, LLC | Santa Monica, CA | Sep 2012 - Current | 11 |
| Shoreline Trading Group, LLC | Los Angeles, CA | Feb 2006 - Current | 18 |
| Ryan Capital Management | Santa Monica, CA | Jun 1998 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- CA
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$261,458
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.