Ryan
Balderian

Quantum Financial Advisors, LLC

CRD#6759503
Investment Advisor
in Manhattan Beach, CA

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About this Advisor

Ryan Balderian is a financial advisor based in Manhattan Beach, California, working with Quantum Financial Advisors, LLC. Ryan has previously held positions at Abacus Wealth Partners, C2 Education, Ananias Ebilane, M.D., Inc, Colegio De Sta. Lourdes Of Leyte Foundation, Inc, and Quantum Financial Advisors, LLC. Ryan has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ryan is part of Quantum Financial Advisors, LLC, which operates out of Manhattan Beach, California. The firm has 4 offices and 13 employees. The firm manages assets totaling $972.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Quantum Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

222 N. Pacific Coast Highway Floor 10
Manhattan Beach, CA 90266

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Quantum Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$972,227,177

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

1,466

CA Average: 3,727
Average Account Size

$663,184

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Ryan Balderian Work History

2022 - Present (2 years)

Quantum Financial Advisors, LLC

2016 - 2022 (6 years)

Abacus Wealth Partners

2015 - 2016 (1 year)

C2 Education

2015 - 2015 (< 1 year)

Ananias Ebilane, M.D., Inc

2014 - 2014 (< 1 year)

Colegio De Sta. Lourdes Of Leyte Foundation, Inc

Disclosures

Please visit the SEC profile of Ryan Balderian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Quantum Financial Advisors, LLC

Ryan Balderian
Manhattan Beach, CA
Elizabeth Greulich
Manhattan Beach, CA
Alexandra Long
Manhattan Beach, CA
Kimberly Helm
Manhattan Beach, CA
John Eing
Manhattan Beach, CA
Wende Headley
Manhattan Beach, CA
David Dewolf
Manhattan Beach, CA
Darius Gagne
Manhattan Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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