Ryan Preiss has been COO of Financial Sense Advisors since June 2026, is a control person of the firm and directly owns under 5% of it.
Financial Sense Advisors, Inc. is a San Diego, CA firm with $836M under management, 597 clients and 8 advisers in one office, as of its August 2026 filing.
Ryan Preiss’ longest registration was 1 year at Financial Sense Advisors, Inc. (2020–2022). Before joining Financial Sense Advisors in 2026, Ryan Preiss was registered through Thepartners Wealth Management.
- – present · under a yearSan Diego, CA · Adviser representative · Firm CRD 111090
- Thepartners Wealth Management– · under a yearEagle, ID · Adviser representative · Firm CRD 314816
Investment adviser representative registrations
Ryan Preiss is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 23 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2025 |
| Series 66 | Uniform Combined State Law Examination | 13 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 4 March 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 July 2016 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ryan Douglas Preiss
- CRD
- 6654122
- Firm
- Financial Sense Advisors · CRD 111090
- Role
- COO
- Office
- 10920 VIA FRONTERA, SUITE 500, San Diego, CA 92127
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Ryan Preiss work?
Ryan Preiss has been COO of Financial Sense Advisors, Inc. since June 2026, and is a control person of the firm.
Is Ryan Preiss a financial advisor?
Yes. Ryan Preiss has a current investment-adviser registration in California, through Financial Sense Advisors since June 2026.
How many years of experience does Ryan Preiss have?
Ryan Preiss has 6 years in the financial industry, since October 2020, across 2 adviser firms.
What exams has Ryan Preiss passed?
Ryan Preiss has passed 5 licensing exams: the Series 6, Series 7, Series 66, Series 65 and Series 63. The earliest, the Series 6, was passed in July 2016. FINRA credited Ryan Preiss with the SIE, which began in October 2018.
Where did Ryan Preiss work before Financial Sense Advisors?
Before Financial Sense Advisors, Ryan Preiss was registered through Thepartners Wealth Management, July 2025 to June 2026.
Where is Ryan Preiss based?
Ryan Preiss’ registered office is in San Diego, CA.
Is Ryan Preiss registered with FINRA?
Yes. Ryan Preiss has a current broker registration, under CRD 6654122.
Source: FINRA BrokerCheck
How can I verify Ryan Preiss’ record?
Search CRD 6654122 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ryan Preiss’ full registration record.