AdFi
RA

Ryan Anthony Richardson

Investment Adviser Representative at Weatherly Asset Management

Del Mar, CACRD #6055892Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Anthony Richardson is an investment adviser representative with Weatherly Asset Management in Del Mar, CA, where they have been registered since 2017. They have worked in the securities industry since 2013 and were previously registered with LPL Financial LLC. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Office

832 Camino Del Mar, Suite 4
Del Mar, CA 92014

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/2/2012
Series 7
General Securities Representative Examination
Passed 5/3/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Weatherly Asset ManagementCurrent
11/1/2017 – Del Mar, CA
Weatherly Asset Management
10/19/2012 – 10/28/2016Del Mar, CA
LPL Financial LLC
6/5/2012 – 8/3/2012San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Apax English
    Nov 2016 – May 2017Hanoi
  2. Unemployed
    Jun 2017 – Sep 2017Encinitas, CA
  3. Weatherly Asset Management
    Oct 2017 – Oct 2018Del Mar, CA
  4. Weatherly Asset Management
    Nov 2018 – Dec 2021Del Mar, CA
  5. Weatherly Asset Management
    Dec 2021 – no end date reportedDel Mar, CA
  6. Weatherly Asset Management, LP
    Sep 2022 – no end date reportedDel Mar, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Weatherly Asset Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$1,500,000 (waivable)
Firm's annual rate schedule by assets
  • Equity - First $5M1.00%
  • Equity - Next $5M0.88%
  • Equity - Next $5M0.75%
  • Equity - Balance0.50%

+12 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingPeriodicals and Newsletters

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
1
Main office:
Del Mar, CA
SEC file number:
801-48177

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 25, 2026

View full firm profile

Other advisors at Weatherly Asset Management

10 other advisors in the directory

View Weatherly Asset Management firm profile

Similar advisors in Del Mar, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Anthony Richardson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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