Ryan G. Wood

BURR FINANCIAL SERVICES

Walnut Creek, CA

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CRD#: 7333458

Professional summary

Ryan Gregory Wood, who also goes by Ryan Wood, is a registered financial advisor currently at BURR FINANCIAL SERVICES, LLC located in Walnut Creek, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Wood

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.

(1) LAW OFFICES OF OLIVER GREENWOOD POSITION: REFERRAL NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/08/2022 ADDRESS: 2066A San Miguel Drive, Walnut Creek, CA 94596 DESCRIPTION: Refer to Estate Planning Attorney (2) VANBRIDGE INSURACE SERVICES POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/08/2022 ADDRESS: 3000 Executive Pkwy., Ste. 325, San Ramon CA 94583, United States DESCRIPTION: Insurance outside of IFG

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Gregory Wood'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

September 29, 2022 - Present

BURR FINANCIAL SERVICES, LLC

RIA

CRD#: 323114

Walnut Creek, CA

Past

February 8, 2022 - September 30, 2022

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

PLEASANT HILL, CA

Past

February 7, 2022 - September 30, 2022

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

PLEASANT HILL, CA

Past

August 4, 2021 - January 24, 2022

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

VENTURA, CA

Past

February 12, 2021 - January 24, 2022

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

VENTURA, 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".

BURR FINANCIAL SERVICES, LLC

CRD#: 323114 / SEC#: 801-126646

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

California

Registered Investment Advisory firm - (5/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/26/2024 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
(9/30/2022)

IAR

Texas
(9/29/2022)

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 65

Date: 8/3/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/9/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/23/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 2/12/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/12/2020

Securities Industry Essentials Examination

Current Firm

BURR FINANCIAL SERVICES, LLC

CRD#: 323114 / SEC#: 801-126646

RIA

Registered Investment Advisory firm - (9/29/2022 Approved)

California

Registered Investment Advisory firm - (5/26/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/26/2024 Terminated)

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Contact information

Main Address

Sparks, NV

Mailing Address

Phone number

(925) 676-6007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 155,380,627

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

Ryan G. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Gregory Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

Primary Firm SEC Registration

BURR FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2021

Series 63

Date: 3/9/2021

Series 7TO

Date: 2/23/2022

Series 6TO

Date: 2/12/2021

SIE

Date: 12/12/2020

Current Firm

BURR FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURR FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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