David Ryan (CRD# 1086370) is an Investment Advisor Representative working at M2 Capital Advisors in Valencia, CA and has over 26 years of experience in the finance industry.
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 3184578
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M2 Financial LLC | Valencia, CA | Feb 2018 - Current | 6 |
| Zuma Canyon Partners LLC | Malibu, CA | Sep 2017 - Current | 6 |
| Israel A. Englander & Company, LLC | Santa Monica, CA | Sep 2012 - Current | 11 |
| Shoreline Trading Group, LLC | Los Angeles, CA | Feb 2006 - Current | 18 |
| Ryan Capital Management | Santa Monica, CA | Jun 1998 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- CA
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$261,458
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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