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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Ryan R. Ahrens

GREEN OCEAN GLOBAL ADVISORS
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 6160879
RA

Professional summary

Ryan Rogan Ahrens is a registered financial advisor currently at GREEN OCEAN GLOBAL ADVISORS LLC located in San Francisco, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Rogan Ahrens'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

August 22, 2022 - Present

GREEN OCEAN GLOBAL ADVISORS LLC

Office #1: 201 Spear Street, Suite 1100, San Francisco, CA 94105
RIA
CRD#: 321145
San Francisco, CA
Past

May 20, 2020 - July 6, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TUKWILA, WA
Past

May 14, 2020 - July 5, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
TUKWILA, WA
Past

October 16, 2018 - February 25, 2020

HARRISDIRECT LLC

RIA
CRD#: 42159
Seattle, WA
Past

October 16, 2018 - February 25, 2020

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SEATTLE, WA
Past

July 18, 2017 - November 21, 2017

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
Kirkland, WA
Past

July 14, 2017 - November 22, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
KIRKLAND, WA
Past

February 28, 2014 - July 12, 2017

TD AMERITRADE, INC.

RIA
CRD#: 7870
BELLEVUE, WA
Past

February 28, 2014 - July 12, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
BELLEVUE, WA
Past

February 19, 2014 - July 12, 2017

TD AMERITRADE, INC.

BD
CRD#: 7870
BELLEVUE, WA
Past

November 18, 2013 - December 2, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN FRANCISCO, CA
Past

March 25, 2013 - October 25, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
TIBURON, CA

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
(8/22/2022)
IAR
Washington
(2/26/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/22/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GO
GREEN OCEAN GLOBAL ADVISORS LLC
GREEN OCEAN GLOBAL ADVISORS LLC

CRD#: 321145 / SEC#: 801-135583

California
Registered Investment Advisory firm - (6/8/2022 Approved)
Florida
Registered Investment Advisory firm - (9/6/2024 Approved)
Washington
Registered Investment Advisory firm - (2/26/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
201 Spear Street, Suite 1100, San Francisco, CA 94105
Mailing Address
Rocha Do Conde De �bidos Sudio 2.5, Lisbon 1350-352
Phone number
(206) 686-1594
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2B - HOFFMAN (2/15/2026)
ADV PART 2B - SCHWARTZ (2/15/2026)
ADV PART 2B - MOBERG (2/15/2026)
ADV PART 2A- GREEN OCEAN GLOBAL ADVISORS LLC (4/9/2025)
ADV PART 2B- MCNERTNEY (1/28/2025)
ADV PART 2B - AHRENS (1/28/2025)

Regulatory assets under management

Total Number of Accounts393
AUM (Assets Under Management)$ 114,826,953

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

GREEN OCEAN GLOBAL ADVISORS LLC

CRD#: 321145San Francisco, CA 94105

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Client Complaints
New Red Flags
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