Ryan W Cole

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 → 03/2021
  Bailard, Inc.
  San Mateo, CA
• 02/2014 → 06/2018
  Bailard Fund Services
  Foster City, CA
• 04/2021 → 12/2021
  Bailard, Inc.
  Foster City, CA
• 01/2022 → 12/2023
  Morgan Stanley Smith Barney Llc
  Menlo Park, CA
• 12/2023 → Present
  Bailard, Inc.
  Foster City, CA

Previous Registrations

• 2022-03-21 → 2024-01-04
  Morgan Stanley
  San Francisco, CA
  Menlo Park, CA
• 2013-09-06 → 2022-01-04
  Bailard, Inc.
  Foster City, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-18
• S66 Uniform Combined State Law Examination
  2013-09-06

Designations

• Certified Financial Planner

Other Names

• Ryan William Cole