Ryan Aguiar (CRD# 7034092) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 5 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 |
|---|---|---|---|
| Osaic Wealth, Inc. | Walnut Creek, CA | Nov 2023 - Current | < 1 |
| Arbor Wealth Management | Walnut Creek, CA | Jan 2020 - Current | 4 |
| Fsc Securities Corporation | Walnut Creek, CA | Dec 2018 - Nov 2023 | 4 |
| Fsc Securities Corporation | Walnut Creek, CA | Jun 2018 - Dec 2018 | < 1 |
| Pasatiempo Golf Course | Santa Cruz, CA | Apr 2018 - Jun 2018 | < 1 |
| Ucsc | Santa Cruz, CA | Sep 2016 - Jun 2018 | 1 |
| Diablo Valley College | Pleasant Hill, CA | Jun 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$305,065
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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