Sky
Rylant

Westside Investment Management, Inc

CRD#4871901
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Sky Rylant is a financial advisor based in Oklahoma City, Oklahoma. Currently a registered advisor with Westside Investment Management, Inc, Rylant has 12 years of experience as a financial advisor. Rylant has Series 63 and Series 66 licenses, which qualify the advisor as a securities representative. Rylant is able to work with customers based out of California, Oklahoma and Texas. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Lpl Financial LLC and Westside Investment Management, LLC. Westside Investment Management, Inc is based out of Oklahoma City, Oklahoma, and operates out of two other locations across the nation. As a registered investment advisory firm, Westside Investment Management, Inc oversees $627 million in assets covering 1,053 client accounts and retains eight staff members. The firm's total assets under management places it among the larger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Westside Investment Management, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10900 Hefner Pointe Drive Suite 502
Oklahoma City, OK 73120

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Westside Investment Management, Inc Brokerage Details

Total Assets Under Management

$626,897,512

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

8

OK Average: 43
Total Number of Accounts

1,053

OK Average: 3,727
Average Account Size

$595,344

OK 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
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sky Rylant Work History

Sky has 12 years of experience.

2012 - Present (9 years)

Lpl Financial LLC

2012 - Present (9 years)

Westside Investment Management, LLC

2008 - 2012 (4 years)

Ameriprise Financial Services, Inc

Disclosures

Sky Rylant has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Westside Investment Management, Inc

Mark Cohen
Santa Monica, CA
Walter O'Brien
Kahului, HI
Sky Rylant
Oklahoma City, OK
David Clark
Oklahoma City, OK
Vetea Ribet
Santa Monica, CA
James Frawley
Santa Monica, CA
Sienna Yoshida
Kahului, HI
Noah Cornish
Oklahoma City, OK

This content was compiled from the SEC and FINRA.

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