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RG

Ryan C. Gold

OLD CITY PARTNERS LLC
MCKINNEY, TX
Some features on this profile are disabled
CRD#: 5509109
RG

Professional summary


Ryan C Gold is a registered financial advisor currently at OLD CITY PARTNERS LLC located in Mckinney, Texas and OLD CITY SECURITIES LLC located in New York, New York.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

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.
1.) MAESON GROUP LLC (FKA GOLD SECURITIES) INVESTMENT-RELATED; NEW YORK, NY; FIRM IS A CONSULTING ASSET MANAGEMENT BUSINESSES; PRINCIPAL; DUTIES INCLUDE ADVISING CLIENTS IN STRATEGIC GROWTH OF THEIR BUSINESS; 40-80 HRS/MO; 30-40 HR/MONTH DURING TRADING HOURS. AS OF 3/17, USING MAESON GROUP AS A DBA FOR THIS CONSULTING WORK AND IN PARTNERSHIP WITH OTHER CONSULTANTS. THEY CAN BE USED AS A DBA FOR HIS RR WORK AS WELL (SAME EMAIL ADDRESS). 2.)OLD CITY PARTNERS, LLC; 478 SOUTH PARKWAY, CLIFTON, NJ 07014; INVESTMENT-RELATED; FIRM IS A REGISTERED INVESTMENT ADVISOR; INVESTMENT ADVISOR REPRESENTATIVE; DUTIES INCLUDE INVESTMENT ADVISING; LESS THAN 15 HRS/MO; LESS THAN 15 HRS/MONTH DURING TRADING HOURS. 3. Qualitas Investmests Pty Ltd. / Serving on the Board of Directors (US Entities). 2 hours per week. FIRM ADDRESS- Level 38, 120 Collins Street, Melbourne VIC 3000, Australia. Serving as a member of the Board of Directors providing general strategic advice to the company including reviewing and resolving decisions made by the company's management team in accordance with all applicable limited partnership agreements or other governing documents, and attending board meetings of the U.S. Entities. 4.) High Country Heavy Haul. 804 Avenue N., Cisco, TX 76437. Acquires and leases heavy haul trucks (moving mostly cranes, but various heavy equipment.) Board of Directors. 5 hours/month or 60 hours/year.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan C Gold'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®
None

Experience


Current

January 9, 2014 - Present

OLD CITY PARTNERS LLC

RIA
CRD#: 139582
MCKINNEY, TX
Current

March 13, 2015 - Present

OLD CITY SECURITIES LLC

Office #1: 589 Fifth Avenue Ph, New York, NY 10017
BD
CRD#: 171910
New York, NY
Past

July 30, 2012 - December 17, 2012

KISKI SECURITIES LLC

BD
CRD#: 159281
NEW YORK, NY
Past

January 6, 2012 - April 8, 2015

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

September 5, 2008 - November 11, 2010

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(6/9/2015)
RR
Maryland
(6/12/2015)
IAR
New Jersey
(1/9/2014)
RR
New York
(6/22/2015)
RR
Texas
(6/16/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/4/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


OC
OLD CITY PARTNERS LLC
OCM AMERICAN RIVER LLC | OLD CITY PARTNERS LLC | OLD CITY PARTNERS FUND LP

CRD#: 139582 / SEC#:

New Jersey
Registered Investment Advisory firm - (5/25/2006 Approved)
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Contact information


Main Address
Clifton, NJ
Mailing Address
589 Fifth Avenue Ph, New York, NY 10017
Phone number
(212) 671-1926
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 32,000,000

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


OLD CITY PARTNERS LLC

CRD#: 139582Mckinney, TX

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