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Ryan Kenneth Schmidt

Corient

Menlo Park, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-16
  • CA RA
    APPROVED
    Since 2026-01-16

Branch Locations

1550 El Camino Real Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schmidt Financial Group, Inc. Kirkland WA 08/2006 12/2016
Palo Alto Wealth Advisors, Llc Palo Alto CA 09/2016 01/2026
Corient Menlo Park CA 01/2026 Present
Corient Services Llc Miami FL 01/2026 Present
  • 08/2006 → 12/2016
    Schmidt Financial Group, Inc.
    Kirkland, WA
  • 09/2016 → 01/2026
    Palo Alto Wealth Advisors, Llc
    Palo Alto, CA
  • 01/2026 → Present
    Corient
    Menlo Park, CA
  • 01/2026 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2016-10-31 → 2026-02-10
    Palo Alto Wealth Advisors, Llc
    Palo Alto, CA
  • 2006-09-08 → 2016-12-31
    Schmidt Financial Group, Inc.
    Kirkland, WA
    Mountain View, CA
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-07
  • S65 Uniform Investment Adviser Law Examination
    2006-09-07

View on SEC IAPD

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