Unclaimed Profile

Ryan Marshall Codrick

CHAPEL HILL INVESTMENT ANALYSTS INC·GREENSBURG, Pennsylvania

Clean recordCHAPEL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ryan Marshall Codrick is a registered financial advisor based in GREENSBURG, Pennsylvania, affiliated with CHAPEL HILL INVESTMENT ANALYSTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHAPEL HILL INVESTMENT ANALYSTS INC

AUM

$323M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHAPEL HILL INVESTMENT ANALYSTS INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6696431

Firm CRD# 109511

View on FINRA BrokerCheck →

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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.

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