Unclaimed Profile

Kyle Carroll Ryan

PERSONAL CAPITAL ADVISORS CORPORATION·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 7TO, Series 24, Series 65CFPClean record20 years registeredPERSONAL CAPITAL ADVISORS CORPORATION

8515 EAST ORCHARD ROAD, GREENWOOD VILLAGE, CO 80111CRD# 5168986Firm CRD# 155172

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Carroll Ryan · GREENWOOD VILLAGE, CO

Registration

CRD #5168986 · PERSONAL CAPITAL ADVISORS CORPORATION · 20 years registered

Brand Profile

Not yet started

Career History

MARINER

Jul 2025 – present

EMPOWER ADVISORY GROUP, LLC

Apr 2023 – Apr 2024

GREENWOOD VILLAGE, CO

PERSONAL CAPITAL ADVISORS CORPORATION

Oct 2011 – Apr 2023

GREENWOOD VILLAGE, CO

PERSONAL CAPITAL ADVISORS CORPORATION

Apr 2011 – Jul 2011

SAN FRANCISCO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2010 – Oct 2010

SAN FRANCISCO, CA

FISHER INVESTMENTS

Jun 2006 – Jan 2009

WOODSIDE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 65

Registration record

First registered · June 29, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSONAL CAPITAL ADVISORS CORPORATION

CRD 155172 · SEC 801-72613

AUM

$23.1B

Regulatory assets under management

Employees

367

104,861 client accounts

Services offered by PERSONAL CAPITAL ADVISORS CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERSONAL CAPITAL ADVISORS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Kyle Carroll Ryan offer?

Kyle Carroll Ryan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Kyle Carroll Ryan's credentials?

Kyle Carroll Ryan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kyle Carroll Ryan located?

Kyle Carroll Ryan is based in GREENWOOD VILLAGE, Colorado, working with PERSONAL CAPITAL ADVISORS CORPORATION. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Kyle Carroll Ryan charge for services?

Kyle Carroll Ryan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSONAL CAPITAL ADVISORS CORPORATION?

PERSONAL CAPITAL ADVISORS CORPORATION has approximately 367 employees and manages $23.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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