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Ryan Rogan Ahrens

Green Ocean Global Advisors LLC

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About Ryan Rogan Ahrens

Ryan Ahrens is a financial advisor with Green Ocean Global Advisors LLC, an investment firm based in San Francisco, California. Ryan has been in the industry for over 10 years, and has worked for several firms including Fidelity Brokerage Services LLC, E*TRADE SECURITIES LLC, LPL Financial LLC, TD Ameritrade, Inc., AXA Advisors, LLC, and J.P. Morgan Securities LLC. Ryan holds the Series 6, 7, and 66 licenses, as well as the SIE exam.

Firm Information

Ryan Ahrens is currently registered with Green Ocean Global Advisors LLC. Green Ocean Global Advisors LLC is an investment advisory firm based in New York, NY. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $53 million in regulatory assets under management.

$52.90M

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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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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other

Third party money managers

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Ryan Ahrens’s Registration & Firm History

CA

02/26/2024 - Present

Green Ocean Global Advisors LLC (SAN FRANCISCO CA)

WA

05/14/2020 - 07/05/2022

FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)

WA

10/16/2018 - 02/25/2020

E*TRADE SECURITIES LLC (SEATTLE WA)

WA

07/14/2017 - 11/22/2017

LPL FINANCIAL LLC (KIRKLAND WA)

WA

02/19/2014 - 07/12/2017

TD AMERITRADE, INC. (BELLEVUE WA)

CA

11/18/2013 - 12/02/2013

AXA ADVISORS, LLC (SAN FRANCISCO CA)

CA

03/25/2013 - 10/25/2013

J.P. MORGAN SECURITIES LLC (TIBURON CA)

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Licenses & Designations

BOTH

Issued 02/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Rogan Ahrens.
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