Ryan Koenig is a registered investment advisor, based in San Francisco, CA, with 13 years of industry experience.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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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.
Learn about disclosures →Employment History
Previous Registrations
Farther
March 2020 - December 2025 · 5 yrs 9 mos
Apex Clearing CorporationBroker
February 2019 - February 2020 · 1 yr
Personal Capital Advisors Corporation
November 2013 - November 2018 · 5 yrs
National Planning Corporation ("npc of America" in Fl & Ny)
October 2012 - November 2013 · 1 yr 1 mo
National Planning CorporationBroker
March 2012 - November 2013 · 1 yr 8 mos
State Registrations2 states
NYTX
Advisor
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.