RP
RP

Ryan Pineda

12 Years of Experience
Concord, CA
Broker

Ryan Pineda is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 12 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 a National Consultant of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment is investment-related.

Employment History
Current Registrations
Assetmark, INC.
September 2023 - Present · 2 yrs 8 mos
Assetmark Brokerage, LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
November 2016 - June 2021 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
December 2014 - November 2016 · 1 yr 11 mos
Sungard Brokerage & Securities Services LLCBroker
January 2014 - October 2014 · 9 mos
Sungard Institutional Brokerage INC.Broker
August 2013 - December 2013 · 4 mos
State Registrations6 states
IAILMNNDSDWI
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.