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RS

Ryan G. Sitrin

SITRIN CAPITAL MANAGEMENT
CENTURY CITY, CA 90067
Some features on this profile are disabled
CRD#: 4867657
RS

Professional summary


Ryan Gerard Sitrin, who also goes by Ryan G Sitrin, Ryan Sitrin, is a registered financial advisor currently at SITRIN CAPITAL MANAGEMENT, LLC located in Century City, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan G Sitrin | Ryan Sitrin

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 Gerard Sitrin'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®
None

Experience


Current

February 4, 2016 - Present

SITRIN CAPITAL MANAGEMENT, LLC

Office #1: 2029 Century Park East Suite 400, Century City, CA 90067
RIA
CRD#: 282436
CENTURY CITY, CA
Past

February 17, 2012 - February 29, 2016

SITRIN CAPITAL MANAGEMENT LLC

RIA
CRD#: 160533
CENTURY CITY, CA
Past

July 11, 2005 - February 21, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CENTURY CITY, CA
Past

March 14, 2005 - February 21, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CENTURY CITY, 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".
SC
SITRIN CAPITAL MANAGEMENT, LLC
SITRIN CAPITAL | SITRIN CAPITAL PORTFOLIO MANAGEMENT | SITRIN CAPITAL MANAGEMENT, LLC | SITRIN CAPITAL MANAGEMENT

CRD#: 282436 / SEC#: 801-107216

RIA
Registered Investment Advisory firm - (2/3/2016 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.

Highlighted states indicate IAR registrations

IAR
California
(2/4/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/8/2005
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SC
SITRIN CAPITAL MANAGEMENT, LLC
SITRIN CAPITAL | SITRIN CAPITAL PORTFOLIO MANAGEMENT | SITRIN CAPITAL MANAGEMENT, LLC | SITRIN CAPITAL MANAGEMENT

CRD#: 282436 / SEC#: 801-107216

RIA
Registered Investment Advisory firm - (2/3/2016 Approved)
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Contact information


Main Address
2029 Century Park East Suite 400, Century City, CA 90067
Mailing Address
Phone number
(424) 777-4400
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SITRIN CAPITAL MANAGEMENT, LLC - FIRM BROCHURE (2/3/2025)

Regulatory assets under management


Total Number of Accounts619
AUM (Assets Under Management)$ 326,209,143

Red Flags


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.

Company Information


SITRIN CAPITAL MANAGEMENT, LLC

CRD#: 282436Century City, CA 90067

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