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RW

Ryan M. Walker

STANSBERRY ASSET MANAGEMENT
Vancouver, WA
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CRD#: 5536969
RW

Professional summary


Ryan Michael Walker, CFP® is a registered financial advisor currently at STANSBERRY ASSET MANAGEMENT, LLC located in Vancouver, Washington.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ryan has worked at 5 firms and has passed the Series 65, Series 63 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Michael Walker'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®

Experience


Current

January 23, 2023 - Present

STANSBERRY ASSET MANAGEMENT, LLC

RIA
CRD#: 282103
Vancouver, WA
Past

August 12, 2021 - November 15, 2022

PROSPERITY WEALTH PLANNING LLC

RIA
CRD#: 315163
LONG BEACH, CA
Past

August 29, 2013 - August 10, 2021

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

November 16, 2009 - July 23, 2013

SCOTTRADE, INC.

BD
CRD#: 8206
PLYMOUTH, MA
Past

June 18, 2008 - November 2, 2009

MMC SECURITIES LLC

BD
CRD#: 103846
NORWOOD, MA

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".
SA
STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT LLC | STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103 / SEC#: 801-107061

RIA
Registered Investment Advisory firm - (1/4/2016 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
Texas
(1/2/2025)
IAR
Washington
(1/23/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SA
STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT LLC | STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103 / SEC#: 801-107061

RIA
Registered Investment Advisory firm - (1/4/2016 Approved)
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Contact information


Main Address
1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262
Mailing Address
Phone number
(646) 854-4370
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (48 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STANSBERRY ASSET MANAGEMENT ADV2A 032025 (3/28/2025)

Regulatory assets under management


Total Number of Accounts3,164
AUM (Assets Under Management)$ 1,049,018,025

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


STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103Vancouver, WA

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