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Ryan David Meacham

Vivaldi Capital Management LP

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About Ryan David Meacham

Ryan Meacham is a registered investment advisor with Vivaldi Capital Management LP, a firm that specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Ryan is a seasoned professional with over 15 years of experience in the financial services industry. Ryan holds a Series 6, Series 63, and Series 65 license, demonstrating a strong commitment to professional development.

Firm Information

Ryan Meacham is currently registered with Vivaldi Capital Management LP. Vivaldi Capital Management LP is a Chicago, IL-based investment advisor with approximately $3.73 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and pooled investment vehicles.
Vivaldi Capital Management LP

225 WEST WACKER

CHICAGO, IL 60606

$3.73B

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ryan Meacham’s Registration & Firm History

CA

01/01/2025 - Present

Vivaldi Capital Management LP (SAN DIEGO CA)

AZ

05/04/2006 - 12/19/2006

EQUITY SERVICES, INC. (MESA AZ)

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Licenses & Designations

IA

Issued 05/06/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan David Meacham.
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