Ryan Sterling Cole

Employer firm

Citrine Capital CRD 171735

$347M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX RETURN PREPARATION SERVICES

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

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

Current Employers

Employment History

• 04/2014 → Present
  Citrine Capital, Llc
  San Francisco, CA

Previous Registrations

• 2013-04-05 → 2014-06-03
  Ameritas Investment Company, Llc
  Lincoln, NE
  San Francisco, CA

Other Businesses

Mr. Cole is currently employed at HFP Corpus Partnership and is currently acting as a Manager on the Board of Managers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-19
• S63 Uniform Securities Agent State Law Examination
  2012-06-12

Designations

• Certified Financial Planner

Other Names

• Ryan S. Cole