Ryan Yamato
Investment adviser representative at Dunham
11 yearsExperience
1 stateRegistered in
$5.6BFirm assets
40 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- DunhamJul 2026 to now
- Dunham & Associates Investment Counsel, Inc.Jun 2026 to now
- Affinity Investment Advisors LLCJan 2026 to Jun 2026
- Schwab Wealth Advisory, Inc.Oct 2025 to Nov 2025
- Charles Schwab & Co., IncSep 2023 to Nov 2025
- Affinity Investment Advisors LLCJun 2022 to Aug 2023
- Full Time EducationNov 2021 to Jun 2022
- MotomakiJun 2021 to Nov 2021
- Full Time EducationAug 2019 to Jun 2021
- VansJul 2019 to Aug 2019
- Full Time EducationAug 2018 to Jul 2019
- Full Time EducationSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dunham
Legal name: Dunham & Associates Investment Counsel, Inc.
$5.6BAssets managed
13,155Clients
31Advisers
40 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
- 7793063
- Firm CRD
- 13162