RM
Ryan Melnyk
MANZANITA WEALTH MANAGEMENT LLC
WEST SACRAMENTO, CA
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CRD#: 7970540
RM
Professional summary
Ryan Melnyk is a registered financial advisor currently at MANZANITA WEALTH MANAGEMENT LLC located in West Sacramento, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ryan has worked at 1 firm and has passed the Series 65 exam.
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.
Ryan Melnyk is currently employed as a Project Scientist at Lawrence Berkeley National Laboratory. This activity accounts for approximately 60% of their time. Clients of MWM are not involved in, nor are they solicited to participate in this outside business activity. Lawrence National Laboratory is located at 1 Cyclotron Rd, Berkeley, CA 94720. Ryan Melnyk started this position on January 22, 2024, he devotes approximately 160-170 hours per month to this activity, about 3-4 hours during trading hours. Duties of this activity include: performing research in microbiology as part of several government-funded projects. Responsibilities include laboratory work, analyzing data, and writing papers/research reports.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Melnyk's 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®
NoneExperience
Current
September 16, 2024 - Present
MANZANITA WEALTH MANAGEMENT LLC
RIA
CRD#: 332842
WEST SACRAMENTO, CA
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(9/16/2024)
Current Firm
MW
MANZANITA WEALTH MANAGEMENT LLC
MANZANITA WEALTH MANAGEMENT LLC
CRD#: 332842 / SEC#:
California
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Contact information
Main Address
West Sacramento, CA
Mailing Address
Phone number
+1 (916) 407-5759
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 2,077,792 |
Red Flags
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