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Ryan Patrick Wells

Pathwise

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About Ryan Patrick Wells

Ryan Patrick Wells is an investment advisor representative with Pathwise. Ryan has been a registered investment advisor representative since 2007. Prior to joining Pathwise, Ryan worked at LPL FINANCIAL LLC and MML INVESTORS SERVICES, INC. Ryan holds Series 6, 7, 24, 63, and 65 licenses. Ryan has experience providing financial planning, portfolio management, and pension consulting. Ryan specializes in working with high-net-worth individuals and pension and profit-sharing plans.

Firm Information

Ryan Wells is currently registered with Pathwise. Pathwise is an investment advisor headquartered in WALNUT CREEK, CA. With a focus on financial planning and portfolio management, they advise a diverse clientele including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm manages approximately $162.5 million in assets and offers a variety of services, including financial planning, pension consulting, and selection of other advisors.
Pathwise

1211 NEWELL AVE

WALNUT CREEK, CA 94596

$162.53M

Assets Under Management

Not reported

Total Clients

2

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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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.

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 Wells’s Registration & Firm History

CA

12/07/2017 - Present

Pathwise (WALNUT CREEK CA)

CA

06/15/2007 - 08/28/2013

LPL FINANCIAL LLC (WALNUT CREEK CA)

CA

08/19/2002 - 06/18/2007

MML INVESTORS SERVICES, INC. (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 09/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/31/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2007

Series 24 - General Securities Principal Examination

BC

Issued 05/12/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Patrick Wells.
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