Ryan Safko has been an investment adviser representative at Altman Advisors since November 2022, and is not listed among the firm’s executive officers or direct owners. Ryan Safko holds a Bachelor's degree in Finance from Pace University's Lubin School of Business.
Altman Advisors, Inc is a Chicago, IL firm with $483M under management, 184 clients and 7 advisers in one office, as of its July 2026 filing.
Ryan Safko is an Advisor and Family Office Planner at Altman Advisors. He handles financial planning including tax, insurance and estate strategies, and oversees the Financial Independence Plan process from discovery to implementation. Previously, he was a Senior Wealth Strategist at UBS, focusing on advanced planning for high net worth and ultra-high net worth clients.
Ryan Safko’s longest registration is the current one, 3 years at Altman Advisors since 2022. Before joining Altman Advisors in 2022, Ryan Safko was registered through Briaud Financial Advisors and UBS Financial Services Inc.
- Briaud Financial Advisors– · under a yearCollege Station, TX · Adviser representative · Firm CRD 105638
- UBS Financial Services Inc.– · 3 yearsCharlotte, NC · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearPennington, NJ · Adviser representative · Firm CRD 7691
Professional designations
Listed by Altman Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Accredited Wealth Management Advisor® (AWMA®)
Investment adviser representative registrations
Ryan Safko is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is South Carolina, in December 2024.
- South CarolinaSince 17 December 2024
- TexasSince 8 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 27 January 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 January 2017 |
| Series 7 | General Securities Representative Examination | 6 December 2016 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Murphy Safko
- CRD
- 6509116
- Firm
- Altman Advisors · CRD 281778
- Office
- Greenville, SC
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altmanadvisors.com
Where does Ryan Safko work?
Ryan Safko is an investment adviser representative registered through Altman Advisors, Inc since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Safko a financial advisor?
Yes. Ryan Safko has a current investment-adviser registration in South Carolina and Texas, through Altman Advisors since November 2022.
How many years of experience does Ryan Safko have?
Ryan Safko has 9 years in the financial industry, since June 2017, across 4 adviser firms.
What exams has Ryan Safko passed?
Ryan Safko has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in December 2016. FINRA credited Ryan Safko with the SIE, which began in October 2018.
Where did Ryan Safko work before Altman Advisors?
Before Altman Advisors, Ryan Safko was registered through Briaud Financial Advisors, March 2022 to September 2022; UBS Financial Services Inc., January 2018 to November 2021; Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2017 to January 2018.
Where is Ryan Safko based?
Ryan Safko’s registered office is in Greenville, SC.
Is Ryan Safko registered with FINRA?
No. Ryan Safko has no current broker registration.
Is Ryan Safko a CFP?
Altman Advisors lists Ryan Safko with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Ryan Safko, CFP®, CIMA®, AWMA® biography, altmanadvisors.com
How can I verify Ryan Safko’s record?
Search CRD 6509116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Safko’s full registration record.
