Ryan S. Bird
Professional summary
Ryan Sharp Bird, who also goes by Ryan S Bird, is a registered financial advisor currently at PIONEER ADVISORY located in Moraga, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ryan has worked at 9 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Sharp Bird's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2013 - Present
PIONEER ADVISORY
August 5, 2011 - March 12, 2013
CONSILIUM WEALTH MANAGEMENT
September 23, 2009 - April 26, 2010
LONGVIEW FINANCIAL GROUP, INC
September 20, 2007 - July 25, 2011
LEXINGTON INVESTMENT CONSULTING, LLC
January 11, 2006 - September 24, 2007
QA3 FINANCIAL LLC
January 11, 2006 - September 24, 2007
QA3 FINANCIAL CORP.
September 5, 2003 - January 9, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 5, 2003 - January 9, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 27, 2002 - August 29, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 27, 2002 - August 29, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 20, 2001 - March 20, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2013)
Exams
Current Firm
PIONEER ADVISORY
CRD#: 166266 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 28,397,303 |
Red Flags
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