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Ryan J Ricedorff

Investment adviser representative at Tribeca Financial, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$248.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Tribeca Financial, LLCNov 2012 to now
  2. Ricedorff Financial Services, LLCApr 2007 to now
  3. Vista Wealth PartnersMar 2017 to Dec 2017
  4. Arista Wealth Management, LLCMar 2014 to Mar 2021
  5. Ryan Ricedorff, Sole ProprietorJan 2006 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 3 states (AK, AZ, TX).

Tribeca Financial, LLC

$248.3MAssets managed
248Clients
6Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4547584
Firm CRD
113245
Advisor's SEC record (opens in a new tab)
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