Ryan T. Miyamoto
DERIVE WEALTH
Pasadena, CA 91101
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CRD#: 4821402
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.
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 responsible for the advice we give
Question & Answer
What are your service offerings?
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Ryan T. Miyamoto
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.
2020-Present: Mr. Miyamoto is Managing Director of Stashclass LLC and conducts personal finance educational classes and courses. Stashclass is investment-related and helps individuals and families understand their personal finances through educational content. Classes and courses are strictly educational, with no offerings of products or services. Approximately 1 hour per month is devoted to Stashclass and 0 hours during trading hours. Stashclass is located at 2135 Huntington Dr. Ste. 201E San Marino, CA 91108.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Takeshi Miyamoto's 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®
Start date: 2007
Experience
Current
August 8, 2016 - Present
DERIVE WEALTH
Office #1: 35 North Lake Ave. Suite 710, Pasadena, CA 91101Office #2: 2135 Huntington Drive Suite 201e, San Marino, CA 91108RIA
CRD#: 284619
Pasadena, CA
Past
September 8, 2010 - July 29, 2016
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
LOS ANGELES, CA
Past
September 8, 2010 - July 29, 2016
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
LOS ANGELES, CA
Past
October 21, 2008 - September 30, 2010
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
SAN DIEGO, CA
Past
October 17, 2008 - August 20, 2010
GIRARD SECURITIES, INC.
BD
CRD#: 18697
SAN DIEGO, CA
Past
August 8, 2006 - October 17, 2008
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
LA JOLLA, CA
Past
April 4, 2006 - July 21, 2006
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
DEL MAR, CA
Past
March 2, 2006 - July 21, 2006
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
DEL MAR, CA
Past
October 5, 2004 - August 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
September 24, 2004 - August 31, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 24, 2004 - August 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
DERIVE WEALTH
DERIVE WEALTH | DERIVE WEALTH LLC
CRD#: 284619 / SEC#: 801-132085
RIA
Registered Investment Advisory firm - (3/4/2025 Approved)California
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (8/27/2021 Conditional Restricted)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.Highlighted states indicate IAR registrations
IAR
California(8/8/2016)
IAR
Texas(8/27/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DERIVE WEALTH
DERIVE WEALTH | DERIVE WEALTH LLC
CRD#: 284619 / SEC#: 801-132085
RIA
Registered Investment Advisory firm - (3/4/2025 Approved)California
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (8/27/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
35 North Lake Ave. Suite 710, Pasadena, CA 91101
Mailing Address
35 North Lake Avenue Suite 710, Pasadena, CA 91101
Phone number
(626) 800-3864
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 284 |
| AUM (Assets Under Management) | $ 112,600,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
