Claim Profile
RW

Ryan J Warner

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio
Unclaimed Profile
30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 4600110Firm CRD# 156480
01

About

Ryan J Warner is a registered financial advisor based in WESTLAKE, Ohio, affiliated with C2P CAPITAL ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
C2P CAPITAL ADVISORY GROUP, LLC
PROSPERITY CAPITAL ADVISORS
AUM
$2.2B
Regulatory assets under management
Employees
202
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4600110
Firm CRD# 156480
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTLAKE?

Browse all registered financial advisors in WESTLAKE, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ryan J Warner offer?
Ryan J Warner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Ryan J Warner's credentials?
Ryan J Warner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan J Warner located?
Ryan J Warner is based in WESTLAKE, Ohio, working with C2P CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Ryan J Warner charge for services?
Ryan J Warner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is C2P CAPITAL ADVISORY GROUP, LLC?
C2P CAPITAL ADVISORY GROUP, LLC has approximately 202 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty