Investment adviser representative · Burr Financial Services, LLC
Ryan G. Wood
CRD 7333458 · Oxnard, CA
At a glance
Ryan G. Wood is an investment adviser representative with Burr Financial Services, LLC in Oxnard, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ryan’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Burr Financial Services, LLCSince September 2022Oxnard, CA · $138M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Ryan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.