Ryan Takeshi Miyamoto
CFP®Professional Summary
Ryan Takeshi Miyamoto, CFP®, who also goes by Ryan T. Miyamoto, is a registered financial advisor currently at DERIVE WEALTH located in Pasadena, California. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Business Services
- Financial Planning
- Tax Planning
- Investment Management
- Risk Management & Insurance
Biography
Our modern approach to financial planning and investment management is driven by 8 principles: Independent Firm: Our clients sit in the drivers seat Family Office: Get to know what shapes the advice you receive No Commissions: We don't sell any products Full Transparency: Upfront pricing Flat Fee Pricing: No percentage based fees/rising fees Technology Suite: On-demand communication and investment access Real World Experience: Learn from others in your similar situation Fiduciary Duty: We are legally...
Other Aliases
Ryan T. Miyamoto
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
DERIVE WEALTH | DERIVE WEALTH LLC
Contact Information
Main Address
35 North Lake Ave. Suite 710, Pasadena, CA 91101Mailing Address
35 North Lake Avenue Suite 710, Pasadena, CA 91101Phone Number
(626) 800-3864# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
298AUM (Assets Under Management)
$141,290,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DERIVE WEALTH | DERIVE WEALTH LLC
State Registrations and Notice Filings
(8/8/2016)
(8/27/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Takeshi Miyamoto's CRS (Customer Relationship Summary).
Services Offered by Ryan
- Retirement Planning
- Business Services
- Financial Planning
- Tax Planning
- Investment Management
- Risk Management & Insurance
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