Ryan Barnett Goldenhar

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 01/2019
  Wells Fargo
  San Diego, CA
• 01/2019 → 03/2022
  Adviceperiod, Llc
  San Diego, CA
• 03/2022 → Present
  Mariner Platform Solutions
  San Diego, CA
• 03/2022 → Present
  Wealth With Options
  San Diego, CA

Previous Registrations

• 2019-03-01 → 2022-03-30
  Adviceperiod, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2004-07-15 → 2006-10-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
  La Jolla, CA
• 2004-03-02 → 2004-09-30
  Centara Capital Management Group, Inc.
  San Diego, CA

Other Businesses

1) WEALTH WITH OPTIONS; SAN DIEGO, CA; DIRECTOR; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 03/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. 2) Jewish Family Services of San Diego; charity organization; Treasurer; started 6/28/22; 3 hrs/month; 2 hrs/month during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-23
• S66 Uniform Combined State Law Examination
  1999-10-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Ryan Barnett Gabriel