AdvisorOS Directory
Claim Profile
RC

Ryan Marshall Codrick

CHAPEL HILL INVESTMENT ANALYSTS INC·GREENSBURG, Pennsylvania
Unclaimed Profile
126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA 15601-6913CRD# 6696431Firm CRD# 109511
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHAPEL HILL INVESTMENT ANALYSTS INC
CHAPEL HILL INVESTMENT ANALYSTS INC
AUM
$323M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6696431
Firm CRD# 109511
No disclosures on file
View on FINRA BrokerCheck →

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

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 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 in GREENSBURG
Joseph Scott Codrick — CHAPEL HILL INVESTMENT ANALYSTS INCGeorge Phillip Hebert — TRUSTMONT ADVISORY GROUP, INC.Peter Daniel Dochinez — TRUSTMONT ADVISORY GROUP, INC.James Edward Harris — TRUSTMONT ADVISORY GROUP, INC.Joseph Anthony Scarpo — PRIVATE WEALTH ADVISORS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile