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Ryan Christopher Oakes

COMPASS INVESTMENTS LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
2681 SIDNEY STREET, PITTSBURGH, PA 15203CRD# 6694798Firm CRD# 141323
01

About

Ryan Christopher Oakes is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with COMPASS INVESTMENTS LLC. 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
COMPASS INVESTMENTS LLC
COMPASS INVESTMENTS LLC
AUM
$76M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COMPASS INVESTMENTS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6694798
Firm CRD# 141323
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Christopher Oakes offer?
Ryan Christopher Oakes specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Ryan Christopher Oakes's credentials?
Ryan Christopher Oakes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Christopher Oakes located?
Ryan Christopher Oakes is based in PITTSBURGH, Pennsylvania, working with COMPASS INVESTMENTS LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Ryan Christopher Oakes charge for services?
Ryan Christopher Oakes'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 COMPASS INVESTMENTS LLC?
COMPASS INVESTMENTS LLC has approximately 5 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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