Ryan
Paskin
Paskin & Berler Capital Advisors, LLC
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About this Advisor
Ryan Paskin is a financial advisor based out of Santa Rosa, California, with a total of 11 years of industry experience. Paskin is on the advisory team at Paskin & Berler Capital Advisors, LLC. Throughout their career, they have worked at City Of Merced and Paskin Capital Advisors, LLC. Paskin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Paskin & Berler Capital Advisors, LLC is a financial advisory firm with a branch in Santa Rosa, California. The firm has just four employees. It handles $309 million in total assets between its 150 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 150 client accounts, 70% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which service is offered. Fees charged by Paskin & Berler Capital Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paskin & Berler Capital Advisors, LLC Brokerage Details
$309,412,448
4
150
$2,062,750
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ryan Paskin Work History
Ryan has been registered as a financial advisor for 11 years.*
Paskin Capital Advisors, LLC
City Of Merced
*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 Paskin 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 Paskin & Berler Capital Advisors, LLC
Santa Rosa, CA
Santa Rosa, 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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