Ryan
Sitrin

Sitrin Capital Management, LLC

CRD#4867657
Investment Advisor
in Los Angeles, CA

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About this Advisor

Ryan Sitrin is an investment advisor who is based out of Los Angeles, California. Currently a registered financial advisor with Sitrin Capital Management, LLC, they have accumulated 16 years of professional experience. Sitrin has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Sitrin is able to work with investors in California. During their career, Sitrin has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Na and Sitrin Capital Management, LLC. Sitrin Capital Management, LLC is located in Los Angeles, California. As a firm, Sitrin Capital Management, LLC oversees $454 million in assets throughout 607 accounts and retains six staff members. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the nation. The firm manages 441 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 31% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Sitrin Capital Management, LLC can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2029 Century Park East, Suite 550
Los Angeles, CA 90067

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Sitrin Capital Management, LLC Brokerage Details

Total Assets Under Management

$453,694,010

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

6

CA Average: 43
Total Number of Accounts

607

CA Average: 3,727
Average Account Size

$747,437

CA Average: $2,033,427

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Investment Advisory Services

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

Ryan Sitrin Work History

Ryan has 16 years of experience.

2016 - Present (5 years)

Sitrin Capital Management, LLC

2012 - 2016 (4 years)

Sitrin Capital Management, LLC

2011 - 2012 (1 year)

Bank Of America Na

2004 - 2012 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Ryan Sitrin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sitrin Capital Management, LLC

Scott Sitrin
New York, NY
Ryan Sitrin
Los Angeles, CA
Efren Bolisay
Los Angeles, CA
Marcus Sitrin
Los Angeles, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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