Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
4yrs
Byron Ruby
Financial advisor at Firn Advisors
Based in Oakland, California, Byron Ruby is a fiduciary financial advisor with 4 years of industry experience. Byron has been with Firn Advisors since 2025. Firn Advisors offers investment management and is paid through a percentage of assets.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeOakland, CA
FirmFirn Advisors
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Firn Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowFirn Advisors LLCCurrent firm
Contact Byron
(650) 207-0694Firn Advisors main office Oakland, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Byron
Tailored to Byron’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Byron
How do I contact Byron?
Call Firn Advisors at (650) 207-0694 and ask for Byron Ruby. Byron works from the Oakland, CA office.
How long has Byron been a financial advisor?
Byron has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Byron hold?
Series 65. Tap any license on this page to see what it allows.
Is Byron a fiduciary?
Byron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Byron paid?
Firn Advisors reports being paid by a percentage of the assets they manage. Ask Byron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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