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Nicoh Ryan Alday

Orca Investment Management, LLC

Walnut Creek, CA

CRD 7459835

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Employer firm

Orca Investment Management, LLC CRD 144377

$212M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Orca Investment Management, Llc

6 Centerpointe Drive Suite 300, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-12
  • CA RA
    APPROVED
    Since 2026-03-12

Branch Locations

1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597 • 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
The Vanguard Group, Inc. Malvern PA 12/2021 06/2022
University Of Arizona Tucson AZ 07/2017 05/2021
Nordstrom San Mateo CA 06/2018 08/2018
Adult Protective Services San Francisco CA 12/2020 05/2021
Junipero Serra High School San Mateo CA 07/2013 12/2016
Aragon High School San Mateo CA 01/2017 05/2017
Unemployed South San Francisco CA 06/2021 11/2021
Trash Butler Malvern PA 12/2021 05/2022
Galileo Burlingame CA 06/2019 08/2019
The Vanguard Group, Inc. Malvern PA 08/2022 09/2022
Morgan Stanley San Francisco CA 09/2022 10/2024
Marriott International San Francisco CA 11/2024 11/2025
Paulson Investment Company Walnut Creek CA 11/2025 Present
Orca Wealth Management, Llc Lake Oswego OR 03/2026 Present
  • 12/2021 → 06/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2017 → 05/2021
    University Of Arizona
    Tucson, AZ
  • 06/2018 → 08/2018
    Nordstrom
    San Mateo, CA
  • 12/2020 → 05/2021
    Adult Protective Services
    San Francisco, CA
  • 07/2013 → 12/2016
    Junipero Serra High School
    San Mateo, CA
  • 01/2017 → 05/2017
    Aragon High School
    San Mateo, CA
  • 06/2021 → 11/2021
    Unemployed
    South San Francisco, CA
  • 12/2021 → 05/2022
    Trash Butler
    Malvern, PA
  • 06/2019 → 08/2019
    Galileo
    Burlingame, CA
  • 08/2022 → 09/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2022 → 10/2024
    San Francisco, CA
  • 11/2024 → 11/2025
    Marriott International
    San Francisco, CA
  • 11/2025 → Present
    Paulson Investment Company
    Walnut Creek, CA
  • 03/2026 → Present
    Orca Wealth Management, Llc
    Lake Oswego, OR
Previous Registrations
Other Businesses

1. Rental Property -Investment related: No; 50% ownership. 4400 Blanc Ct, Oakley, CA 94561. Residential Home. $0. Zero time involved.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-07
S63 Uniform Securities Agent State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2022-11-07
  • S63 Uniform Securities Agent State Law Examination
    2022-05-09
Other Names
  • Ryan Alday
  • Nicoh Alday
  • Nicoh Ryan Alday
  • Nicoh R Alday
  • Nicoh Ryan Alday

View on SEC IAPD

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