linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Sharp Bird

Pioneer Advisory

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Sharp Bird

Ryan Bird is a registered Investment Advisor Representative with Pioneer Advisory. Ryan has been in the industry for over 20 years, and has experience working with high-net-worth individuals and individuals other than high-net-worth. Pioneer Advisory is a Registered Investment Advisor (RIA) based in Moraga, California. The firm provides financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Ryan Bird is currently registered with Pioneer Advisory. Pioneer Advisory is an investment advisor with 1 licensed agent and 1 investment adviser representative. The firm manages $21,725,631 in regulatory assets under management for 19 clients. Pioneer Advisory provides financial planning and portfolio management for individuals.

$21.73M

Assets Under Management

19

Total Clients

1

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third party referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Bird’s Registration & Firm History

CA

01/09/2013 - Present

Pioneer Advisory (Moraga CA)

CA

09/23/2009 - 04/26/2010

LONGVIEW FINANCIAL GROUP, INC (COSTA MESA CA)

CA

01/11/2006 - 09/24/2007

QA3 FINANCIAL CORP. (ORINDA CA)

MA

09/05/2003 - 01/09/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

03/27/2002 - 08/29/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/20/2001 - 03/20/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Ryan Sharp Bird is right for you?

Licenses & Designations

BOTH

Issued 11/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 09/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Sharp Bird.
Not sure if Ryan Sharp Bird is right for you?