Ryan S Chavez

Employer firm

Bailard, Inc. CRD 110550

$7.56B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 01/2013 → 10/2018
  Lpl Financial
  San Jose, CA
• 07/2016 → 10/2018
  Strategic Wealth Advisors Group
  San Mateo, CA
• 10/2018 → 09/2021
  Advisory Group Of San Francisco Llc
  San Francisco, CA
• 09/2021 → 04/2024
  Advisory Group Of San Francisco Llc
  San Francisco, CA
• 04/2024 → Present
  Bailard, Inc
  Foster City, CA

Previous Registrations

• 2018-10-30 → 2024-04-08
  The Advisory Group Of San Francisco, Llc
  San Francisco, CA
  San Francisco, CA
• 2016-07-21 → 2018-10-24
  Mariner Advisor Network
  San Jose, CA
• 2015-03-27 → 2016-12-23
  Lpl Financial Llc
  San Jose, CA
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-03-26

Designations

• Certified Financial Planner