Ryan S. Cole
CITRINE CAPITAL
San Francisco, CA 94105
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CRD#: 6062869
Professional summary
Ryan Sterling Cole, CFP®, who also goes by Ryan S. Cole, is a registered financial advisor currently at CITRINE CAPITAL located in San Francisco, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Citrine Capital is a Registered Investment Advisor (RIA) committed to helping business owners, entrepreneurs and tech professionals conserve and create wealth. We accomplish this by working with our clients to organize their finances, manage investments, define and prioritize goals, plan for major life events, reach financial independence, protect loved ones, and mitigate taxes.
Located in San Francisco, Citrine Capital offers both in-person and virtual financial planning with clients located across the globe.
Question & Answer
What are your service offerings?
Retirement Planning
Life Transitions
Investment Planning
Inheritance
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Ryan S. Cole
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.
Mr. Cole is currently employed at HFP Corpus Partnership and is currently acting as a Manager on the Board of Managers.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Sterling Cole'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®
CFP®
Start date: 2016
Experience
Current
June 9, 2014 - Present
CITRINE CAPITAL
Office #1: 535 Mission St 14th Floor, San Francisco, CA 94105RIA
CRD#: 171735
San Francisco, CA
Past
April 5, 2013 - June 3, 2014
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
SAN FRANCISCO, CA
Past
June 1, 2012 - June 3, 2014
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
SAN FRANCISCO, 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".
CITRINE CAPITAL
CITRINE CAPITAL | COLE WEALTH ADVISORS, LLC | COLE WEALTH ADVISORS | CITRINE CAPITAL, LLC
CRD#: 171735 / SEC#: 801-120487
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/25/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (3/26/2021 Terminated)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(6/9/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CITRINE CAPITAL
CITRINE CAPITAL | COLE WEALTH ADVISORS, LLC | COLE WEALTH ADVISORS | CITRINE CAPITAL, LLC
CRD#: 171735 / SEC#: 801-120487
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/25/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (3/26/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
535 Mission St 14th Floor, San Francisco, CA 94105
Mailing Address
Phone number
(415) 494-8262
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 580 |
| AUM (Assets Under Management) | $ 278,080,086 |
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.
