Ryan Kartchner
Also appears in the source record as: Ryan William Kartchner; Ryan Kartchner
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Inactive
- Investment adviser registration
- Active
- Exams passed (4)
- Series 66Series 63Series 7TOSIE
- Registered states (1)
- Utah
- Years in the industry (source record)
- 5
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 7334134 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Captrust
- Firm CRD
- 175112
- SEC number
- 801-62193
- Assets under management
- $1.2T as of May 27, 2026
- Website
- www.linkedin.com/COMPANY/CAPTRUST ↗
- Phone
- 919-870-6822
- Firm location
- Raleigh, NC, 27609
Employment history (4)
From the source registration record · current first
-
Apr 7, 2026 → present
-
Summit Global Investments, LLCIA capacityMay 7, 2025 → Feb 17, 2026
-
Fidelity Personal And Workplace AdvisorsIA capacityFeb 24, 2023 → Aug 15, 2024
-
Fidelity Brokerage Services LLCBD capacityNov 29, 2021 → Aug 15, 2024
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.