Michael J. Ryne

CEDARSTONE ADVISORS

Thousand Oaks, CA 91320

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CRD#: 6963563

Professional summary

Michael John Ryne, who also goes by Mike John Ryne, is a registered financial advisor currently at CEDARSTONE ADVISORS located in Thousand Oaks, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 3 firms and has passed the Series 66, Series 7TO, Series 99TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike John Ryne

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 Michael John Ryne'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®

None

Experience

Current

February 7, 2025 - Present

CEDARSTONE ADVISORS

Office #1: 3125 Old Conejo Road Unit 7, Thousand Oaks, CA 91320

RIA

CRD#: 172653

Thousand Oaks, CA

Past

June 30, 2021 - January 3, 2025

MUTUAL ADVISORS, LLC

RIA

CRD#: 167658

Moorpark, CA

Past

June 30, 2020 - January 3, 2025

MUTUAL SECURITIES, INC.

CRD#: 13092

CAMARILLO, 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".

CEDARSTONE ADVISORS

CEDARSTONE ADVISORS | CEDARSTONE ADVISORS, INC.

CRD#: 172653 / SEC#: 801-112625

RIA

Registered Investment Advisory firm - (3/16/2018 Approved)

California

Registered Investment Advisory firm - (5/5/2018 Terminated)

Colorado

Registered Investment Advisory firm - (5/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/29/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/6/2021

General Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 6/30/2020

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 2/22/2020

Securities Industry Essentials Examination

Current Firm

CEDARSTONE ADVISORS

CEDARSTONE ADVISORS | CEDARSTONE ADVISORS, INC.

CRD#: 172653 / SEC#: 801-112625

RIA

Registered Investment Advisory firm - (3/16/2018 Approved)

California

Registered Investment Advisory firm - (5/5/2018 Terminated)

Colorado

Registered Investment Advisory firm - (5/2/2018 Terminated)

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Contact information

Main Address

3125 Old Conejo Road Unit 7, Thousand Oaks, CA 91320

Mailing Address

Phone number

(888) 571-5582

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE/PART 2B BROCHURE SUPPLEMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 170,961,541

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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Ryne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Ryne's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL ADVISORS, LLC

MUTUAL SECURITIES, INC.

Primary Firm SEC Registration

CEDARSTONE ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2021

Series 7TO

Date: 3/6/2021

Series 99TO

Date: 6/30/2020

SIE

Date: 2/22/2020

Current Firm

CEDARSTONE ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDARSTONE ADVISORS

TRUST BUT VERIFY

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