Ryan M. 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Murphy Safko's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
November 8, 2022 - Present
ALTMAN ADVISORS
March 23, 2022 - September 1, 2022
BRIAUD FINANCIAL ADVISORS
January 11, 2018 - November 9, 2021
UBS FINANCIAL SERVICES INC.
January 11, 2018 - November 9, 2021
UBS FINANCIAL SERVICES INC.
January 20, 2017 - January 17, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 6, 2016 - January 17, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ALTMAN ADVISORS
CRD#: 281778 / SEC#: 801-108135
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/17/2024)
(11/8/2022)
Exams
Series 7TO
Date: 1/27/2024
General Securities Representative ExaminationCurrent Firm
ALTMAN ADVISORS
CRD#: 281778 / SEC#: 801-108135
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 427,936,128 |
Red Flags
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