Viewpoint Capital Management
About this Advisor
Ryan Sawyer is a financial advisor whose office is in Seattle, Washington. Currently a registered advisor with Viewpoint Capital Management, Sawyer has 16 years of work experience. Sawyer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Sawyer can serve clients in Idaho and Washington. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Viewpoint Capital Management LLC. Viewpoint Capital Management is headquartered in Seattle, Washington. Overall, Viewpoint Capital Management oversees $114 million in assets throughout 186 client accounts and employs one person on staff. The firm's total assets under management makes it one of the mid-sized firms in the country. The firm manages 161 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 61% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Viewpoint Capital Management can offer portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Viewpoint Capital Management Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Ryan Sawyer Work History
Ryan has 16 years of experience.
Viewpoint Capital Management LLC
Bank Of America, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Ryan Sawyer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Viewpoint Capital Management