Ryan S. Brizendine

WESTSHORE WEALTH

Newport Beach, CA 92660

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CRD#: 5397604

Professional summary

Ryan S Brizendine, CFP® is a registered financial advisor currently at WESTSHORE WEALTH located in Newport Beach, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Redstone Rental Properties, LLC; Not Investment-related; 4041 MacArthur Blvd., Suite 160, Newport Beach, CA 92660; Property Management; Member; Start 3/2023; Approx. 2 hrs/month; None during securities trading hours; Passive member of a rental property owned by family and managed by Kelley Brizendine.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan S Brizendine'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

Experience

Current

June 3, 2016 - Present

WESTSHORE WEALTH

Office #1: 4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660

RIA

CRD#: 283843

Newport Beach, CA

Past

February 20, 2015 - July 22, 2016

RGT WEALTH ADVISORS

RIA

CRD#: 104953

IRVINE, CA

Past

January 21, 2009 - July 25, 2013

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

LOS ANGELES, CA

Past

November 17, 2008 - July 25, 2013

BARCLAYS CAPITAL INC.

CRD#: 19714

LOS ANGELES, CA

Past

October 23, 2007 - November 24, 2008

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

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".

WESTSHORE WEALTH

CAMINO CAPITAL ADVISORS LLC | WESTSHORE WEALTH, LLC | WESTSHORE WEALTH

CRD#: 283843 / SEC#: 801-108664

RIA

Registered Investment Advisory firm - (12/1/2016 Approved)

California

Registered Investment Advisory firm - (1/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/8/2016)

IAR

Texas
(6/3/2016)

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

State Security Law Exam

IAR

Series 66

Date: 12/24/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/29/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/22/2007

General Securities Representative Examination

Current Firm

WESTSHORE WEALTH

CAMINO CAPITAL ADVISORS LLC | WESTSHORE WEALTH, LLC | WESTSHORE WEALTH

CRD#: 283843 / SEC#: 801-108664

RIA

Registered Investment Advisory firm - (12/1/2016 Approved)

California

Registered Investment Advisory firm - (1/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2016 Terminated)

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Contact information

Main Address

4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 825-7505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WESTSHORE WEALTH (3/28/2025)

Regulatory assets under management

Total Number of Accounts	735
AUM (Assets Under Management)	$ 534,341,985

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.

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Advisor Monitoring

Firm Stability Insights

Ryan S. Brizendine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan S Brizendine's CRS (Customer Relationship Summary).

Certified licenses

Experience

RGT WEALTH ADVISORS

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

WESTSHORE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/24/2008

Series 63

Date: 10/29/2007

Series 7

Date: 10/22/2007

Current Firm

WESTSHORE WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTSHORE WEALTH

TRUST BUT VERIFY

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