Ryan
Goldenhar

Mariner Independent

CRD#4013614
Investment Advisor
in San Diego, CA

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About this Advisor

Ryan Goldenhar is a financial advisor based in San Diego, California, working with Mariner Independent. Ryan has previously held positions at Mariner Platform Solutions, Wealth With Options, Adviceperiod, LLC, and Wells Fargo. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Ryan is part of Mariner Independent, which operates out of San Diego, California. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11622 El Camino Real Ste. 100
San Diego, CA 92130

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

CA Average: $2,243,162,756
Total Number of Employees

102

CA Average: 44
Total Number of Accounts

8,802

CA Average: 4,091
Average Account Size

$493,709

CA Average: $548,316

Investment Advisory Services

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

Ryan Goldenhar Work History

2022 - Present (2 years)

Mariner Platform Solutions

2022 - Present (2 years)

Wealth With Options

2019 - 2022 (3 years)

Adviceperiod, LLC

2006 - 2019 (13 years)

Wells Fargo

Disclosures

Please visit the SEC profile of Ryan Goldenhar 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 Mariner Independent

Jorge Soriano
Los Angeles, CA
Anthony Ferraiolo
Florham Park, NJ
Madison Trout
Warrenton, VA
David Trejo
Thousand Oaks, CA
Ian Murray
Ramsey, NJ
Kristen Caseley
Brookline, MA
Kevin Barlow
Newport Beach, CA
Jacob Ferry
Thousand Oaks, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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