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Ryan Scott Ornellas

Westshore Wealth

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About Ryan Scott Ornellas

Ryan Ornellas is a financial advisor with Westshore Wealth. Ryan has been in the financial services industry since 2002. Ryan is licensed to provide investment advice in California. Ryan holds the Series 63, 65, 66 and 7 licenses, as well as the SIE license. Ryan has experience working with high net worth individuals, charitable organizations, pension and profit-sharing plans and individuals other than high-net worth. Ryan provides financial planning, pension consulting and portfolio management services. Before joining Westshore Wealth, Ryan was with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Sanford C. Bernstein & Co., LLC.

Firm Information

Ryan Ornellas is currently registered with Westshore Wealth. Westshore Wealth is a registered investment advisor based in Newport Beach, California. They manage approximately $473.76 million in assets for 692 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Westshore Wealth provides financial planning, portfolio management for individuals, and pension consulting services.
Westshore Wealth

4041 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$473.76M

Assets Under Management

8

Total Clients

5

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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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 Ornellas’s Registration & Firm History

CA

11/07/2016 - Present

Westshore Wealth (Newport Beach CA)

CA

11/06/2015 - 10/26/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)

CA

10/08/2002 - 10/01/2007

SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 11/24/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/19/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Scott Ornellas.
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