Ryan
Lumsden
Parnassus Investments, LLC
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About this Advisor
Ryan Lumsden is a financial advisor operating out of San Francisco, California, with a total of 1 year of relevant experience. Lumsden is on the advisory team at Parnassus Investments, LLC. Throughout their career, Lumsden has worked at Charles Schwab & Co., Inc, Womply, Deloitte Consulting, Ross School Of Business At The University Of Michigan, Orbis Investment Management (U.S.), L.P, Orbis Investment (U.S.), LLC, Parnassus Investments, LLC and Parnassus Funds Distributors, LLC. Lumsden maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Parnassus Investments, LLC is a business that has its headquarters in San Francisco, CA. It oversees $41 billion in assets between its 22 customer accounts, making it one of the biggest firms in the nation by assets under management. Parnassus Investments, LLC performs a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on the type of services. However, fees charged by Parnassus Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parnassus Investments, LLC Brokerage Details
$40,895,320,206
66
22
$1,858,878,191
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Ryan Lumsden Work History
Ryan has been registered as a financial advisor for 1 years.*
Parnassus Investments, LLC
Parnassus Funds Distributors, LLC
Orbis Investment Management (U.S.), L.P
Orbis Investment (U.S.), LLC
Charles Schwab & Co., Inc
Womply
Deloitte Consulting
Ross School Of Business At The University Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Lumsden 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 Parnassus Investments, LLC
Kemnath,
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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