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Ryan Wade Harvey

Sellwood Investment Partners LLC

Portland, OR

CRD 6087348

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Employer firm

Sellwood Investment Partners LLC CRD 164696

$2.28B regulatory AUM 26 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING

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

Current Employers
Sellwood Investment Partners Llc

6650 Sw Redwood Lane Suite 370, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2015-04-22
  • OR RA
    APPROVED
    Since 2015-04-22

Branch Locations

6650 Sw Redwood Lane Suite 370, Portland, OR 97224 • 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
Sellwood Consulting Llc Portland OR 08/2012 Present
  • 08/2012 → Present
    Sellwood Consulting Llc
    Portland, OR
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
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Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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