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Robert John Ryan

DISCIPLINED CAPITAL MANAGEMENT LLC·SYRACUSE, New York
Clean record5 years registeredDISCIPLINED CAPITAL MANAGEMENT LLC
220 SOUTH WARREN STREET, SYRACUSE, NY 13202CRD# 4363043Firm CRD# 282235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert John Ryan · SYRACUSE, NY
Registration
CRD #4363043 · DISCIPLINED CAPITAL MANAGEMENT LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
May 2021 – present
02

Registrations & Exams

Registration record
First registered · May 30, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
DISCIPLINED CAPITAL MANAGEMENT LLC
CRD 282235 · SEC 801-107062
AUM
$391M
Regulatory assets under management
Employees
5
88 client accounts
Services offered by DISCIPLINED CAPITAL MANAGEMENT LLC
Per Form ADV
Selection of other advisers
View all advisors at DISCIPLINED CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert John Ryan offer?
Robert John Ryan specializes in Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Robert John Ryan's credentials?
Robert John Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert John Ryan located?
Robert John Ryan is based in SYRACUSE, New York, working with DISCIPLINED CAPITAL MANAGEMENT LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Robert John Ryan charge for services?
Robert John 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 DISCIPLINED CAPITAL MANAGEMENT LLC?
DISCIPLINED CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DISCIPLINED CAPITAL MANAGEMENT LLC

Adam Chris Gagas
SYRACUSE, NY

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