Unclaimed Profile

Ryan Anthony Hughes

BULL OAK CAPITAL, LLC·RANCHO SANTA FE, California

Series 7, Series 31, Series 66Clean record18 years registeredBULL OAK CAPITAL, LLC

16236 SAN DIEGUITO RD., RANCHO SANTA FE, CA 92067-5752CRD# 5430536Firm CRD# 170325

Profile Verification

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

Identity

Ryan Anthony Hughes · RANCHO SANTA FE, CA

Registration

CRD #5430536 · BULL OAK CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BULL OAK CAPITAL, LLC

Mar 2014 – present

CHARLES SCHWAB & CO., INC.

May 2010 – Jul 2012

WOODLAND HILLS, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2010

VALENCIA, CA

MORGAN STANLEY & CO. INCORPORATED

Jan 2009 – Jun 2009

VALENCIA, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2008 – Oct 2008

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · May 13, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULL OAK CAPITAL, LLC

CRD 170325 · SEC 801-124736

AUM

$157M

Regulatory assets under management

Employees

309 client accounts

Services offered by BULL OAK CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULL OAK CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Anthony Hughes offer?

Ryan Anthony Hughes specializes in Financial Planning, Investment Management. Contact their office in RANCHO SANTA FE, California for a consultation.

What are Ryan Anthony Hughes's credentials?

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

Where is Ryan Anthony Hughes located?

Ryan Anthony Hughes is based in RANCHO SANTA FE, California, working with BULL OAK CAPITAL, LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.

How does Ryan Anthony Hughes charge for services?

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

How large is BULL OAK CAPITAL, LLC?

BULL OAK CAPITAL, LLC has approximately 4 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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