AdvisorOS Directory
Claim Profile
Unclaimed Profile
RC

Ryan Marshall Codrick

CHAPEL HILL INVESTMENT ANALYSTS INC·GREENSBURG, Pennsylvania
Series 65Clean record7 years registeredCHAPEL HILL INVESTMENT ANALYSTS INC
126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA 15601-6913CRD# 6696431Firm CRD# 109511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Marshall Codrick · GREENSBURG, PA
Registration
CRD #6696431 · CHAPEL HILL INVESTMENT ANALYSTS INC · 7 years registered
Brand Profile
Not yet started
01

Career History

CHAPEL HILL INVESTMENT ANALYSTS INC
Sep 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 10, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHAPEL HILL INVESTMENT ANALYSTS INC
CRD 109511 · SEC 801-57548
AUM
$323M
Regulatory assets under management
Employees
3
3,514 client accounts
Services offered by CHAPEL HILL INVESTMENT ANALYSTS INC
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 CHAPEL HILL INVESTMENT ANALYSTS INC →
Introduction

Speak with Ryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENSBURG?

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

Browse GREENSBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ryan Marshall Codrick offer?
Ryan Marshall Codrick specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.
What are Ryan Marshall Codrick's credentials?
Ryan Marshall Codrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Marshall Codrick located?
Ryan Marshall Codrick is based in GREENSBURG, Pennsylvania, working with CHAPEL HILL INVESTMENT ANALYSTS INC. Their office serves clients in the GREENSBURG metropolitan area and surrounding communities.
How does Ryan Marshall Codrick charge for services?
Ryan Marshall Codrick's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPEL HILL INVESTMENT ANALYSTS INC?
CHAPEL HILL INVESTMENT ANALYSTS INC has approximately 3 employees and manages $323M 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 →

Other Advisors at CHAPEL HILL INVESTMENT ANALYSTS INC

Joseph Scott Codrick
GREENSBURG, PA

More Advisors in GREENSBURG, Pennsylvania

Mary Louise Petrucci
TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, PA
Anthony Nicholas Scarpo
PRIVATE WEALTH ADVISORS, INC.·GREENSBURG, PA
Mary Lynne Hixenbaugh
TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, PA
James Daniel Ault
TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, PA
Anthony Charles Hladek
TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, PA
Bradley R Roth
THOR TRADING ADVISORS, LLC·GREENSBURG, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile