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RB

Ryan J. Bilco

LUCID ADVISORS
Seattle, WA 98121
Some features on this profile are disabled
CRD#: 7170679
RB

Professional summary


Ryan Jeffrey Bilco is a registered financial advisor currently at LUCID ADVISORS, INC. located in Seattle, Washington.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Jeffrey Bilco'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

October 14, 2019 - Present

LUCID ADVISORS, INC.

Office #1: 2101 4th Avenue Suite 2130, Seattle, WA 98121
RIA
CRD#: 116639
Seattle, WA

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".
LA
LUCID ADVISORS, INC.
FOUR ONE ONE COMMUNICATIONS, INC. | LUCID ADVISORS, INC.

CRD#: 116639 / SEC#: 801-67665

RIA
Registered Investment Advisory firm - (3/5/2007 Approved)
California
Registered Investment Advisory firm - (4/3/2007 Terminated)
Washington
Registered Investment Advisory firm - (3/5/2007 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
Washington
(10/14/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/14/2019
Uniform Investment Adviser Law Examination

Current Firm


LA
LUCID ADVISORS, INC.
FOUR ONE ONE COMMUNICATIONS, INC. | LUCID ADVISORS, INC.

CRD#: 116639 / SEC#: 801-67665

RIA
Registered Investment Advisory firm - (3/5/2007 Approved)
California
Registered Investment Advisory firm - (4/3/2007 Terminated)
Washington
Registered Investment Advisory firm - (3/5/2007 Terminated)
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Contact information


Main Address
2101 4th Avenue Suite 2130, Seattle, WA 98121
Mailing Address
Phone number
(206) 267-2222
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 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

LUCID ADVISORS ADV PT 2 (3/26/2025)

Regulatory assets under management


Total Number of Accounts185
AUM (Assets Under Management)$ 958,130,514

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


LUCID ADVISORS, INC.

CRD#: 116639Seattle, WA 98121

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