Ryan Murphy Safko
Investment adviser representative at Altman Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$483.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Altman Advisors, Inc.Oct 2022 to now
- Briaud Financial AdvisorsNov 2021 to Aug 2022
- UBS Financial Services Inc.Jan 2018 to Oct 2021
- Bank of America, N.A.Jan 2017 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Altman Advisors
Legal name: Altman Advisors, Inc
$483.4MAssets managed
184Clients
6Advisers
10 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
- 6509116
- Firm CRD
- 281778