Unclaimed Profile

Ryan Gary Peterson

COPPERLEAF CAPITAL, LLC·RALEIGH, North Carolina

Series 7, Series 9, Series 10, Series 24, Series 63, Series 6524 years registeredCOPPERLEAF CAPITAL, LLC

5904 SIX FORKS ROAD, RALEIGH, NC 27609CRD# 2206897Firm CRD# 117823

Profile Verification

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

Identity

Ryan Gary Peterson · RALEIGH, NC

Registration

CRD #2206897 · COPPERLEAF CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BROOKSTONE WEALTH ADVISORS, LLC

Apr 2026 – present

COPPERLEAF CAPITAL, LLC

Mar 2004 – present

METLIFE SECURITIES INC.

Nov 2001 – Jan 2004

LAFAYETTE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · November 20, 2001

Years registered · 24

Disclosure History

1997Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COPPERLEAF CAPITAL, LLC

CRD 117823 · SEC 801-80179

AUM

$255M

Regulatory assets under management

Employees

967 client accounts

Services offered by COPPERLEAF CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COPPERLEAF CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Gary Peterson offer?

Ryan Gary Peterson specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Ryan Gary Peterson's credentials?

Ryan Gary Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Gary Peterson located?

Ryan Gary Peterson is based in RALEIGH, North Carolina, working with COPPERLEAF CAPITAL, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Ryan Gary Peterson charge for services?

Ryan Gary Peterson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COPPERLEAF CAPITAL, LLC?

COPPERLEAF CAPITAL, LLC has approximately 8 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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