Ryan Michael Thomason

Employer firm

Optivest, Inc. CRD 137070

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE 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

• 07/2014 → 07/2020
  City National Rochdale
  Los Angeles, CA
• 08/2020 → Present
  Optivest, Inc.
  San Juan Capistrano, CA
• 08/2020 → Present
  Gramercy Securities, Inc.
  San Juan Capistrano, CA

Previous Registrations

• 2015-01-16 → 2020-07-08
  Rbc Rochdale, Llc
  Beverly Hills, CA
  New York, NY

Other Businesses

OPTIVEST INC., REGISTERED INVESTMENT ADVISOR, STARTED 08/2020, ADVISORY AGENT, SAN JUAN CAPISTRANO, CA, SPENDS APPROXIMATELY 60% OF TIME PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-15

Other Names

• Ryan Thomason