Ryan Yamato

Employer firm

Dunham CRD 13162

$5.63B regulatory AUM 13,200 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 11/2021
  Motomaki
  Boulder, CO
• 11/2021 → 06/2022
  Full Time Education
  Boulder, CO
• 07/2019 → 08/2019
  Vans
  Tustin, CA
• 09/2015 → 05/2018
  Full Time Education
  Irvine, CA
• 08/2019 → 06/2021
  Full Time Education
  Boulder, CO
• 08/2018 → 07/2019
  Full Time Education
  Boulder, CO
• 06/2022 → 08/2023
  Affinity Investment Advisors Llc
  Newport Beach, CA
• 09/2023 → 11/2025
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 10/2025 → 11/2025
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 01/2026 → 06/2026
  Affinity Investment Advisors Llc
  Newport Beach, CA
• 06/2026 → Present
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA

Previous Registrations

• 2025-10-13 → 2025-12-19
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
  San Francisco, CA
• 2025-03-05 → 2025-10-13
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-03-04
• S63 Uniform Securities Agent State Law Examination
  2024-01-26

Other Names

• Ryan Yamato
• Ryan Lee Yamato