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Ryan Keiichi Moriwake

Investment adviser representative at Bear Mountain Capital Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$375MFirm 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 assetsHourly

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. Bear Mountain Capital, Inc.Jun 2021 to now
  2. Grant Thornton, LLPOct 2019 to May 2021
  3. Seattle MarinersMar 2019 to Sep 2019
  4. Seattle UniversityMar 2016 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Bear Mountain Capital Inc.

$375MAssets managed
234Clients
9Advisers
8 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
7403121
Firm CRD
151151
Advisor's SEC record (opens in a new tab)
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