Ryan Wibawa (CRD# 7255253) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Carlos, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Solomon Page Group, LLC | New York, NY | Oct 2023 - Current | < 1 |
Transamerica Financial Advisors, Inc. | Burlingame, CA | May 2020 - Current | 4 |
Navisow Mgt, LLC | Pleasanton, CA | Mar 2015 - Current | 9 |
World Financial Group, Inc. | Burlingame, CA | Oct 2012 - Current | 11 |
Leica Geosystems, Inc. | San Ramon, CA | Oct 2021 - Sep 2023 | 1 |
Knights Of Columbus 6043 | Pleasanton, CA | Oct 2021 - Sep 2023 | 1 |
Ehe International | New York, NY | Feb 2018 - Oct 2021 | 3 |
Avisow Real Estate, LLC | Pleasanton, CA | Mar 2015 - Dec 2020 | 5 |
Sejalit Inc. For Pact Pharma | Fremont, CA | May 2020 - Sep 2020 | < 1 |
Unemployed | Pleasanton, CA | Jan 2018 - Feb 2018 | < 1 |
Xoriant For Ge Digital | Sunnyvale, CA | Aug 2016 - Dec 2017 | 1 |
Hcl America For Intel | Sunnyvale, CA | Mar 2016 - Aug 2016 | < 1 |
Unemployed | Pleasanton, CA | Dec 2015 - Feb 2016 | < 1 |
Sunedison | Belmont, CA | Sep 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
S63 | Uniform Securities State Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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