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Ryan L. Belmer
Ryan L. Belmer
Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
4350 La Jolla Village Drive
Suite 1000
San Diego, CA 92122
tel: 858-597-7749
toll free: 800-821-4593
fax: 858-597-0455
Email Me
Welcome Associations Education Services Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Associations
  • Monarch School of San Diego
    Board of Trustees
  • Meals on Wheels
    Board of Trustees
  • USO San Diego
    Former Member, Board of Trustees
Education and Licensing
  • B.A. - Economics, 1992
    San Diego State University
    San Diego, CA
  • Financial Planning Specialist Designation
  • Guided Portfolio Management Designation
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Insurance License, #oc14947
    Life, Variable Life and Long Term Care
Services
  • Professional Portfolio Management
  • Municipal Bonds
  • Fixed Income
  • Alternative Investments
  • Wealth Management
  • Estate Planning
  • Asset Management
  • Philanthropic Services
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Senior Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    San Diego, CA
  • 1994 - 2000: ML Stern & Co.
    Investment Executive
    San Diego, CA
Bulletin Board
  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
Ryan L. Belmer is licensed in the following state(s): AZ, CA, DC, FL, IL, MD, MI, NV, OR, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Global Investment Committee Monthly (pdf)

Bond Market Monthly (pdf)
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