Ryan D. Meacham
Professional summary
Ryan David Meacham, who also goes by Ryan D Meacham, is a registered financial advisor currently at VIVALDI CAPITAL MANAGEMENT LP located in San Diego, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan David Meacham's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 20, 2020 - Present
VIVALDI CAPITAL MANAGEMENT LP
Office #1: 16935 W Bernardo Drive, Suite 260, San Diego, CA 92127January 5, 2011 - October 28, 2020
CORNERSTONE WEALTH MANAGEMENT
May 7, 2008 - January 4, 2011
CORNERSTONE WEALTH MANAGEMENT
May 4, 2006 - December 19, 2006
EQUITY SERVICES, INC.
Primary Firm SEC Registration
VIVALDI CAPITAL MANAGEMENT LP
CRD#: 160150 / SEC#: 801-73024
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/20/2020)
Exams
Current Firm
VIVALDI CAPITAL MANAGEMENT LP
CRD#: 160150 / SEC#: 801-73024
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,413 |
| AUM (Assets Under Management) | $ 4,647,085,822 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2026 | ||
| 07/22/2024 | ||
| 10/24/2023 |
Red Flags
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