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Ryan Michael Pineda

Assetmark, Inc.

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About Ryan Michael Pineda

Ryan Michael Pineda is a financial advisor with over 10 years of experience in the industry. Ryan is currently registered with Assetmark, Inc., a financial services firm headquartered in Concord, California. Prior to this, Ryan worked for J.P. Morgan Institutional Investments Inc. and J.P. Morgan Securities LLC. Ryan's expertise includes portfolio management for individuals, investment companies, and pension consulting. Ryan holds FINRA Series 7, Series 63 and Series 66 licenses.

Firm Information

Ryan Pineda is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Ryan Pineda’s Registration & Firm History

CA

09/12/2023 - Present

Assetmark, Inc. (CONCORD CA)

IL

11/01/2016 - 06/18/2021

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)

IL

12/02/2014 - 11/03/2016

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

01/02/2014 - 10/29/2014

SUNGARD BROKERAGE & SECURITIES SERVICES LLC (GENEVA IL)

IL

08/20/2013 - 12/31/2013

SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)

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Licenses & Designations

BOTH

Issued 09/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Michael Pineda.
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