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Inactive

Ryan Trager Nelson

Aspiriant, LLC

Los Angeles, CA

Austin, TX

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-12-03
TX RA APPROVED 2018-12-03
  • CA RA
    APPROVED
    Since 2018-12-03
  • TX RA
    APPROVED
    Since 2018-12-03

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

811 Barton Springs Rd Suite 620, Austin, TX 78704 • 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
Aspiriant Los Angeles CA 01/2017 12/2019
Aspiriant Los Angeles CA 01/2016 01/2017
Aspiriant Austin TX 01/2020 Present
  • 01/2017 → 12/2019
    Aspiriant
    Los Angeles, CA
  • 01/2016 → 01/2017
    Aspiriant
    Los Angeles, CA
  • 01/2020 → Present
    Aspiriant
    Austin, TX
Previous Registrations
  • 2011-06-23 → 2012-03-09
    First Allied Advisory Services, Inc.
    Redwood Shores, CA
  • 2011-01-03 → 2011-02-10
    Wells Fargo Clearing Services, Llc
    San Jose, CA
    Sunnyvale, CA
  • 2009-08-18 → 2011-01-03
    Wells Fargo Investments, Llc
    Sunnyvale, CA
    Sunnyvale, CA
    San Jose, CA
    San Jose, CA
  • 2007-12-17 → 2009-05-06
    Equitable Advisors, Llc
    San Francisco, CA
    Berkeley, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-03
S66 Uniform Combined State Law Examination 2007-12-14
  • S65 Uniform Investment Adviser Law Examination
    2018-12-03
  • S66 Uniform Combined State Law Examination
    2007-12-14

View on SEC IAPD

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Other Investors

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DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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