RB
RB

Ryan Byrne

18 Years of Experience
Concord, CA
Broker

Ryan Byrne is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 18 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan works full-time as an institutional manager for AssetMark Financial Holdings, Inc. He also works as a wrestling official for the Nebraska School Activities Association, spending about 10-20% of his time on this. Ryan is also a part owner/silent partner in Koala Insulation, spending minimal time on this activity.

Employment History
Current Registrations
Assetmark Brokerage, LLC
December 2021 - Present · 4 yrs 5 mos
Assetmark Brokerage, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Assetmark, INC.
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Meeder Distribution Services, INC.Broker
February 2020 - November 2021 · 1 yr 9 mos
Meeder Advisory Services, INC.
February 2020 - November 2021 · 1 yr 9 mos
Ftj Fundchoice, LLC
January 2019 - October 2019 · 9 mos
Northern Lights Distributors, LLCBroker
October 2018 - October 2019 · 1 yr
Cls Investments, LLC
March 2014 - December 2018 · 4 yrs 9 mos
Northern Lights Distributors, LLCBroker
April 2007 - December 2016 · 9 yrs 8 mos
State Registrations1 state
NE
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.