Ryan
Ornellas
Westshore Wealth
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About this Advisor
Ryan Ornellas is a financial advisor operating out of Newport Beach, California with a total of 7 years of industry experience. Ornellas currently works for Westshore Wealth. Their career trajectory has included roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Westshore Wealth and Fisher Investments. Ornellas holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Westshore Wealth is an advisory company operating out of Newport Beach, CA. The firm has a total of eight advisors. It controls $395 million in assets between its 648 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 648 customer accounts, 90% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Westshore Wealth provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically depend on which services are provided. However, fee types charged by Westshore Wealth most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westshore Wealth Brokerage Details
$395,059,552
8
648
$609,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ryan Ornellas Work History
Ryan has been registered as a financial advisor for 7 years.*
Westshore Wealth
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fisher Investments
*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 Ornellas 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 Westshore Wealth
Dallas, TX
Newport Beach, CA
Newport Beach, CA
Dallas, TX
Newport Beach, CA
Newport Beach, 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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