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Ryan Patrick Beckler

VERITY WEALTH ADVISORS, LLC·SAUSALITO, California
Series 65Clean record4 years registeredVERITY WEALTH ADVISORS, LLC
ONE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 5594229Firm CRD# 126742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Patrick Beckler · SAUSALITO, CA
Registration
CRD #5594229 · VERITY WEALTH ADVISORS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

VERITY WEALTH ADVISORS, LLC
Feb 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 10, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERITY WEALTH ADVISORS, LLC
CRD 126742 · SEC 801-62022
AUM
$218M
Regulatory assets under management
Employees
2
54 client accounts
Services offered by VERITY WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERITY WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Ryan Patrick Beckler offer?
Ryan Patrick Beckler specializes in Financial Planning, Investment Management. Contact their office in SAUSALITO, California for a consultation.
What are Ryan Patrick Beckler's credentials?
Ryan Patrick Beckler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Patrick Beckler located?
Ryan Patrick Beckler is based in SAUSALITO, California, working with VERITY WEALTH ADVISORS, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Ryan Patrick Beckler charge for services?
Ryan Patrick Beckler'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 VERITY WEALTH ADVISORS, LLC?
VERITY WEALTH ADVISORS, LLC has approximately 2 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Evan Oliver
SAUSALITO, CA

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