Ryan M. Burgess

PURE FINANCIAL ADVISORS

Davis, CA 95618

Some features on this profile are disabled

CRD#: 5483482

Professional summary

Ryan Michael Burgess, AIF®, CFP®, who also goes by Ryan Michael Burgess, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Davis, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Retirement Income Management

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Baby Boomers

Generation X

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Ryan Michael Burgess

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.

Ryan M Burgess is a Financial educator and coach for Moneyology. A company providing financial classes on budgeting, debt management, and credit scores. This activity accounts for up to 10 hours per month, none during market hours. Non-Investment Related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Burgess'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

December 17, 2024 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 1784 Picasso Ave Suite D, Davis, CA 95618

RIA

CRD#: 144316

Davis, CA

Past

May 1, 2020 - December 26, 2024

BLUE OAKS FINANCIAL, LLC

RIA

CRD#: 290666

ROCKLIN, CA

Past

November 26, 2019 - April 28, 2020

FISHER INVESTMENTS

RIA

CRD#: 107342

SAN MATEO, CA

Past

June 19, 2018 - November 25, 2019

BLUE OAKS FINANCIAL, LLC

RIA

CRD#: 290666

ROCKLIN, CA

Past

March 11, 2016 - May 8, 2018

SPC

RIA

CRD#: 110692

Roseville, CA

Past

March 11, 2016 - May 8, 2018

PARKLAND SECURITIES, LLC

CRD#: 115368

Roseville, CA

Past

August 4, 2015 - March 9, 2016

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Roseville, CA

Past

August 3, 2015 - March 9, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Roseville, CA

Past

March 7, 2014 - June 2, 2015

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

ROCKLIN, CA

Past

March 6, 2014 - June 2, 2015

QUESTAR CAPITAL CORPORATION

CRD#: 43100

ROCKLIN, CA

Past

October 15, 2012 - March 11, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

EL DORADO HILLS, CA

Past

September 24, 2012 - March 11, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

EL DORADO HILLS, 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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 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
(12/17/2024)

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: 10/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2012

General Securities Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Lucas Giordano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Woodland, CA

Jesus Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan M. Burgess

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Burgess's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE OAKS FINANCIAL, LLC

FISHER INVESTMENTS

BLUE OAKS FINANCIAL, LLC

SPC

PARKLAND SECURITIES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2012

SIE

Date: 5/8/2018

Series 7

Date: 9/21/2012

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors