RN
RN

Ryan Nolan

13 Years of Experience
Concord, CA
Broker

Ryan Nolan is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan works full-time as a Senior National Consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in September 2013.

Employment History
Current Registrations
Assetmark, INC.
January 2021 - Present · 5 yrs 6 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 11 mos
Previous Registrations
Assetmark, INC.
February 2014 - January 2021 · 6 yrs 11 mos
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Capital Brokerage CorporationBroker
February 2013 - November 2013 · 9 mos
State Registrations2 states
AZFL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.