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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 Murphy Safko

Ryan M. Safko

ALTMAN ADVISORS
Greenville, SC
Some features on this profile are disabled
CRD#: 6509116
Ryan Murphy Safko

Professional summary

Ryan Murphy Safko, CFP®, CIMA®, who also goes by Ryan Murphy Safko, Ryan M Safko, is a registered financial advisor currently at ALTMAN ADVISORS located in Greenville, South Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Murphy Safko | Ryan M Safko

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 Murphy Safko'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®

Certified Financial Planner

Start date: 2019

CIMA®

Certified Investment Management Analyst

Experience

Current

November 8, 2022 - Present

ALTMAN ADVISORS

RIA
CRD#: 281778
Greenville, SC
Past

March 23, 2022 - September 1, 2022

BRIAUD FINANCIAL ADVISORS

RIA
CRD#: 105638
COLLEGE STATION, TX
Past

January 11, 2018 - November 9, 2021

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

January 11, 2018 - November 9, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC
Past

January 20, 2017 - January 17, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

December 6, 2016 - January 17, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ

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".
AA
ALTMAN ADVISORS
ALTMAN ADVISORS | DOHENY ADVISORS LLC | ALTMAN ADVISORS, INC

CRD#: 281778 / SEC#: 801-108135

RIA
Registered Investment Advisory firm - (7/15/2016 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
South Carolina
(12/17/2024)
IAR
Texas
(11/8/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/19/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2016
General Securities Representative Examination

Current Firm

AA
ALTMAN ADVISORS
ALTMAN ADVISORS | DOHENY ADVISORS LLC | ALTMAN ADVISORS, INC

CRD#: 281778 / SEC#: 801-108135

RIA
Registered Investment Advisory firm - (7/15/2016 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
233 S Wacker Dr. Suite 9750, Chicago, IL 60606
Mailing Address
Phone number
(312) 759-7801
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONSOLIDATED FIRM/ WRAP BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts553
AUM (Assets Under Management)$ 483,428,278

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

ALTMAN ADVISORS

CRD#: 281778Greenville, SC

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