Unclaimed Profile

Ryan Anthony Balderian

QUANTUM FINANCIAL ADVISORS, LLC·MANHATTAN BEACH, California

Series 65Clean record9 years registeredQUANTUM FINANCIAL ADVISORS, LLC

1230 ROSECRANS AVE, MANHATTAN BEACH, CA 90266CRD# 6759503Firm CRD# 317386

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Anthony Balderian · MANHATTAN BEACH, CA

Registration

CRD #6759503 · QUANTUM FINANCIAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

QUANTUM FINANCIAL ADVISORS, LLC

Feb 2022 – present

ABACUS WEALTH PARTNERS

Mar 2017 – Jan 2022

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 1, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUANTUM FINANCIAL ADVISORS, LLC

CRD 317386 · SEC 801-122978

AUM

$972M

Regulatory assets under management

Employees

1,466 client accounts

Services offered by QUANTUM FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUANTUM FINANCIAL ADVISORS, LLC →

Introduction

Speak with Ryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANHATTAN BEACH?

Browse all registered financial advisors in MANHATTAN BEACH, California or claim this profile if it's yours.

Browse MANHATTAN BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ryan Anthony Balderian offer?

Ryan Anthony Balderian specializes in Financial Planning, Investment Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Ryan Anthony Balderian's credentials?

Ryan Anthony Balderian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Anthony Balderian located?

Ryan Anthony Balderian is based in MANHATTAN BEACH, California, working with QUANTUM FINANCIAL ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Ryan Anthony Balderian charge for services?

Ryan Anthony Balderian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUANTUM FINANCIAL ADVISORS, LLC?

QUANTUM FINANCIAL ADVISORS, LLC has approximately 13 employees and manages $972M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →