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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)23 years in industry

RYAN DE SILVA

Advisor at STRATEGIC ADVISERS LLC

THOUSAND OAKS, CA | CAMARILLO, CA

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Search this name across graphsid dfx:ria:c06971bf-60a1-0f9b-9e8f-cbdfad8761ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 12, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S66
First exam: May 28, 2003
First registration: Oct 12, 2004
Dual registered: yes, broker-dealer
Other names: RYAN GAVIN DE SILVA|Ryan De Silva
IAPD individual key: 4593973

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	THOUSAND OAKS, CA\|CAMARILLO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 8, 2021	Mar 31, 2025	no	THOUSAND OAKS, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 23, 2019	Nov 2, 2021	no	WESTLAKE VILLAGE, CA\|CALABASAS, CA\|GRANADA HILLS, CA\|NORTHRIDGE, CA	Previous registration
ARROWROOT FAMILY OFFICE, LLC	Independent wealth	Aug 5, 2017	Mar 2, 2018	no	MARINA DEL REY, CA	Previous registration
NUVEEN ASSET MANAGEMENT, LLC	Mixed wealth	Sep 1, 2011	Sep 9, 2015	no	CHICAGO, IL	Previous registration
NUVEEN FUND ADVISORS, LLC	Asset manager	Oct 21, 2010	Sep 1, 2011	no	CHICAGO, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 25, 2006	Sep 15, 2010	no	PACIFIC PALISADES, CA\|PASADENA, CA\|SAN FRANCISCO, CA\|Los Angeles, CA\|GLENDALE, CA\|West Hollywood, CA\|LOS ANGELES, CA\|Santa Monica, CA\|GLENDALE, CA	Previous registration
KFQ INVESTMENT ADVISORS LLC	n/a	Oct 12, 2004	Nov 28, 2006	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
J.P. MORGAN SECURITIES LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 2, 2021	Dec 8, 2021	36	Firm change	Wirehouse to ibd
ARROWROOT FAMILY OFFICE, LLC	J.P. MORGAN SECURITIES LLC	Mar 2, 2018	May 23, 2019	447	Firm change after gap	RIA to wirehouse
NUVEEN ASSET MANAGEMENT, LLC	ARROWROOT FAMILY OFFICE, LLC	Sep 9, 2015	Aug 5, 2017	696	Firm change after gap	Other
NUVEEN FUND ADVISORS, LLC	NUVEEN ASSET MANAGEMENT, LLC	Sep 1, 2011	Sep 1, 2011	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	NUVEEN FUND ADVISORS, LLC	Sep 15, 2010	Oct 21, 2010	36	Firm change	Other
KFQ INVESTMENT ADVISORS LLC	CITIGROUP GLOBAL MARKETS INC.	Nov 28, 2006	Oct 25, 2006	-34	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:288590:CA:2021-10-23	Nov 2, 2021	Dec 8, 2021	NORTHRIDGE, CA	Firm change

Relationships

Registered with (8)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 8, 2021 to Mar 31, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 23, 2019 to Nov 2, 2021factForm ADV
→ ARROWROOT FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Aug 5, 2017 to Mar 2, 2018factForm ADV
→ NUVEEN ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 1, 2011 to Sep 9, 2015factForm ADV
→ NUVEEN FUND ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2010 to Sep 1, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 25, 2006 to Sep 15, 2010factForm ADV
→ KFQ INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Oct 12, 2004 to Nov 28, 2006factForm ADV

Dated events

No dated event names this entity yet.