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Ryan Robert Ren

Wasatch Advisors LP

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About Ryan Robert Ren

Ryan Robert Ren is a financial advisor with Wasatch Advisors LP. Ryan has been in the industry since April 20, 2002. Ryan is registered with the state of Utah as a Registered Investment Advisor (IA). Ryan has a Series 63 license and a Series 65 license. Ryan also holds the SIE exam and a Series 6 exam. Ryan has over 20 years of experience in the financial services industry. Ryan has a long history of working with high-net-worth individuals, corporations, and institutional clients. Ryan has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Ryan Ren is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

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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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 Ren’s Registration & Firm History

UT

07/22/2005 - Present

Wasatch Advisors LP (SALT LAKE CITY UT)

WI

05/31/2002 - 10/04/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

03/15/1999 - 10/22/1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

03/15/1999 - 10/22/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 07/21/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Robert Ren.
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