Ryan Michael Thomason
Investment adviser representative at Optivest, Inc.
12 yearsExperience
1 stateRegistered in
$319.4MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Gramercy Securities, Inc.Aug 2020 to now
- Optivest, Inc.Aug 2020 to now
- City National RochdaleJul 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Optivest, Inc.
$319.4MAssets managed
108Clients
3Advisers
18 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
- 6378339
- Firm CRD
- 137070