Ryan G. De Silva

STRATEGIC ADVISERS LLC | Planning Consultant

CAMARILLO, CA

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CRD#: 4593973

Professional summary

Ryan Gavin De Silva, CFP®, who also goes by Ryan Gavin De Silva, Ryan De Silva, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Camarillo, California and FIDELITY BROKERAGE SERVICES LLC located in Thousand Oaks, California.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ryan has worked at 12 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Biography

Personal finances can be confusing and a source of frustration.  I partner with Financial Consultants to help their clients by providing the information they need to take the stress out of investing and make educated decisions.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Gavin De Silva | Ryan De Silva

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Gavin De Silva's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Education

Pepperdine University

Bachelor of Science (BS) - Economics

2002

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807

RIA

CRD#: 104555

CAMARILLO, CA

Current

November 18, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 111 South Westlake Blvd #103, Thousand Oaks, CA 91362

CRD#: 7784

Thousand Oaks, CA

Past

December 8, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

THOUSAND OAKS, CA

Past

May 23, 2019 - November 2, 2021

J.P. MORGAN SECURITIES LLC

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(4/24/2025)

California
(11/18/2021)

IAR

California
(3/31/2025)

Florida
(2/11/2022)

Maine
(2/5/2025)

Pennsylvania
(9/19/2025)

IAR

Texas
(3/31/2025)

Utah
(12/5/2024)

Washington
(2/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/1/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/28/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2006

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Ryan G. De Silva

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Gavin De Silva's CRS (Customer Relationship Summary).

Certified licenses

Education

Pepperdine University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

ARROWROOT FAMILY OFFICE, LLC

ARROWROOT PARTNERS, LLC

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN FUND ADVISORS, LLC

NUVEEN SECURITIES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

QUINTILE INVESTMENT ADVISORS, LLC

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/1/2007

Series 66

Date: 5/28/2003

SIE

Date: 3/2/2018

Series 7

Date: 11/29/2006

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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