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Ryan J Cardiff

Investment adviser representative at Vernal Point Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.9BFirm 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

Experience

10 years in the industry.

  1. Vernal Point Advisors, LLCAug 2025 to now
  2. UBS Financial ServicesJan 2023 to Jul 2025
  3. Morgan StanleySep 2021 to Jan 2023
  4. First Republic Securities Company, LLCSep 2020 to Aug 2021
  5. First Republic Investment Management, IncAug 2020 to Aug 2021
  6. Orinda Country ClubMay 2020 to Jan 2023
  7. VisaMay 2019 to Aug 2020
  8. Berkeley Tennis ClubAug 2018 to Mar 2020
  9. First Republic BankJun 2018 to Aug 2018
  10. US Sports CampsJun 2017 to Aug 2017
  11. Uc Berkeley AthleticsAug 2016 to May 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

Vernal Point Advisors, LLC

$3.9BAssets managed
20Clients
6Advisers
11 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
7293809
Firm CRD
166587
Advisor's SEC record (opens in a new tab)
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