Ryan W Cole
Investment adviser representative at Bailard, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets
Are you Ryan W Cole? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Bailard, Inc.Dec 2023 to now
- Morgan Stanley Smith Barney LLCJan 2022 to Dec 2023
- Bailard, Inc.Apr 2021 to Dec 2021
- Bailard Fund ServicesFeb 2014 to Jun 2018
- Bailard, Inc.Jan 2013 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 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
- 5804076
- Firm CRD
- 110550